• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 3.39% Nasdaq Down 4.12%

    First Investors Tax Exempt OH B (FIOJX)

    12.88 Up 0.05(0.39%) Jun 24
    Prev Close:12.83
    YTD Return*:1.62%
    Net Assets*:21.59M

    * As of 31-May-16

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


    • No Headlines available for FIOJX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Northeast Ohio Regl Swr Dist 5%5.37N/A
    Ohio State Cap Facs 5%5.36N/A
    Summit Cnty Ohio Port Auth 5.375%5.28N/A
    Toledo Ohio Wtrwks Rev Ref Bds 5%5.28N/A
    Lebanon Ohio City Sch Dist 5.25%5.22N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:21.59M
    Category:Muni Ohio
    Annual Report Expense Ratio (net):1.95%

    Performance & Risk

    YTD Return:1.62%
    5y Avg Return:3.53%
    Rank in Category (ytd):98
    % Rank in Category (ytd):188.46%
    Beta (3y):1.00
    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 and is not a Tax Preference Item, and any applicable state income tax for individual residents of the state of Ohio. View More
    Your browser doesn't support canvas
    Submit Feedback