First Investors Tax Fund Quote
| FTORX Fund | USD 11.52 0.05 0.43% |
PerformanceVery Weak
| Odds Of DistressLow
|
First Investors is trading at 11.52 as of the 19th of July 2025; that is 0.43% down since the beginning of the trading day. The fund's open price was 11.57. First Investors has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in municipal securities that pay interest that is exempt from federal income tax, including the federal alternative minimum tax, and any applicable state income tax for individual residents of the state of Oregon .. More on First Investors Tax
First Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, Muni Single State Long Funds, Muni Single State Long, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
First Investors Tax [FTORX] is traded in USA and was established 19th of July 2025. First Investors is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Muni Single State Long category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 49.03 M in assets under management (AUM) with no minimum investment requirementsFirst Investors Tax is currently producing year-to-date (YTD) return of 0.51% with the current yeild of 0.0%, while the total return for the last 3 years was 0.8%.
Check First Investors Probability Of Bankruptcy
Instrument Allocation
First Investors Tax Risk Profiles
| Mean Deviation | 0.2191 | |||
| Standard Deviation | 0.2971 | |||
| Variance | 0.0883 | |||
| Risk Adjusted Performance | (0.06) |
First Investors Against Markets
Other Information on Investing in First Mutual Fund
First Investors financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Investors security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |