First Investors Insured Tx-Ex II A
Executive Investors
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Phone: 800-423-4026
| Category: | Muni National Long | | Fund Family: | First Investors | | Net Assets: | 168.54M | | Year-to-Date Return: | 12.95% | | Yield: | 3.71% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Jul-90 |
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Clark D. Wagner
Lead Manager since
01-Jul-91 | | | Wagner is the director of Fixed Income and has served as the Portfolio Manager of the Government Fund since 1995. He also serves as Portfolio Manager and Co-Portfolio Manager for certain other First Investors Funds and has been a Portfolio Manager with FIMCO since 1991. Previously, Wagner spent three years as a vice president with General Electric Investment Corporation, and two years as a senior trader with American Express Company. He also worked at National Westminster Bank USA. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a high level of interest income exempt from federal income tax and the Alternative Minimum Tax and, secondarily, total return. The fund normally invests at least 80% of net assets in securities that are insured as to the timely payment of interest and principal by independent insurance companies that are rated as investment grade by at least one nationally recognized statistical rating organization. It generally invests in long-term bonds with maturities of 15 years or more. The fund may invest in derivative securities to hedge against changes in interest rates or to enhance potential return. |
| Last Dividend
(30-Nov-09):
| 0.05 | | Last Cap Gain
(29-Dec-06):
| 0.14 | | Annual Holdings Turnover
| 146.00% | | Average for Category:
| 52.04% |
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| Expense | EIITX | Category
Avg | | Total Expense Ratio: | %
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 4.23% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $541 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $786 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,468 |
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