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    First Investors Tax Exempt OH A (FIOHX)

    12.82 0.00(0.00%) Apr 27
    Prev Close:12.82
    YTD Return*:1.35%
    Net Assets*:21.88M

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for FIOHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Northeast Ohio Regl Swr Dist 5%5.39N/A
    Ohio State Cap Facs 5%5.37N/A
    Toledo Ohio Wtrwks Rev Ref Bds 5%5.32N/A
    Summit Cnty Ohio Port Auth 5.375%5.31N/A
    Lebanon Ohio City Sch Dist 5.25%5.27N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:21.88M
    Category:Muni Ohio
    Annual Report Expense Ratio (net):1.01%

    Performance & Risk

    YTD Return:1.35%
    5y Avg Return:4.95%
    Rank in Category (ytd):88
    % Rank in Category (ytd):169.23%
    Beta (3y):1.01
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks a high level of interest income that is exempt from both federal and state income tax for individual residents of the state of Ohio; it also seeks income that is not a tax preference item for purposes of the federal alternative minimum tax. Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in municipal securities that pay interest that is exempt from federal income tax, including the AMT, and any applicable state income tax for individual residents of the state of Ohio. View More
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