C000126132 Performance — First Investors Tax Exempt New Jersey Fund, Institutional Class
Data updated: 2019-11-27
In the 12 months to Sep 2019 the fund lost a net $2.6M, and assets reached $46.39M.
C000126132 Growth of $100
What $100 invested in First Investors Tax Exempt New Jersey Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Municipal Bond category average over the same months.
| Period | C000126132 | Category average |
|---|---|---|
| Since data start (Jul 2019 – Sep 2019) | $102 | $101 |
C000126132 Annual Returns
Calendar-year total returns of First Investors Tax Exempt New Jersey Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Jul–Sep) | +1.66% |
C000126132 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | — | — | — | — | — | — | −0.7% | +1.7% | +0.7% | — | — | — |
C000126132 Risk
Risk measures from monthly returns over Jul 2019 – Sep 2019.
- Best month: +1.70% (Aug 2019)
- Worst month: −0.73% (Jul 2019)
C000126132 Fund Flows
Monthly money in and out of First Investors Tax Exempt New Jersey Fund, from SEC Form N-PORT.
- 12-month net flow: −$2.6M
- 12-month gross sales (incl. reinvestments): $409K
- Sales ÷ redemptions: 0.14×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2019 | $149K | $591K | −$442K |
| Aug 2019 | $133K | $1.6M | −$1.5M |
| Jul 2019 | $127K | $828K | −$701K |
C000126132 Assets Under Management
Net assets of First Investors Tax Exempt New Jersey Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2019-09-30 | $46.39M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.