- Fund Type: Open-End Fund
- Objective: Muni-New Jersey
- Asset Class: Debt
- Geographic Focus: New Jersey
First Investors Multi-State Tax Free Fund - New Jersey Fund
+ Add to WatchlistFINKX:US
13.55 USD 0.03 0.22%As of 09:29:30 ET on 05/23/2013.
Snapshot for First Investors Multi-State Tax Free Fund - New Jersey Fund (FINKX)
| Year To Date: | +0.47% | 3-Month: | +0.44% | 3-Year: | +4.51% | 52-Week Range: | 13.49 - 13.94 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -0.27% | 1-Year: | +2.83% | 5-Year: | +4.85% | Beta vs SPX: | 0.27 |
Fund Profile & Information for FINKX
First Investors Multi-State Tax Free Fund - New Jersey Fund is an open-end fund incorporated in the USA. The Fund's objective is a high level of interest income exempt from both federal and New Jersey income tax for residents of New Jersey. The Fund invests at least 80% of its net assets in municipal securities that pay interest that is exempt from federal and state income tax.
| Inception Date: | 01-12-1995 | Telephone: | 1-212-858-8000 |
|---|---|---|---|
| Managers: | CLARK D WAGNER | ||
| Web Site: | www.firstinvestors.com | ||
Fundamentals for FINKX
| NAV | (on 2013-05-23) 13.55 |
|---|---|
| Assets (M) | (on 2013-05-23) 56.58 |
| Fund Leveraged | N |
| Minimum Investment | 1,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for FINKX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Monthly |
| Last Dividend Net | (on 2013-04-30) 0.03 |
| Dividend Yield (ttm) | 3.27 |
Fees & Expenses for FINKX
| Front Load | 0.00 |
|---|---|
| Back Load | 4.00 |
| Current Mgmt Fee | 0.60 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 1.00 |
| Expense Ratio | 1.68 |
Top Fund Holdings for FINKX
Filing Date: 09/28/2012| Name | Position | Value | % of Total |
|---|---|---|---|
| NEWARK HSG AUTH | 2,000 | 2,525,040 | 4.395% |
| PR-C-SALES TAX | 2,175 | 2,390,129 | 4.160% |
| NEW JERSEY HSG & MTG | 2,045 | 2,296,678 | 3.998% |
| CAPE MAY IDB ATLANT-A | 1,665 | 2,210,587 | 3.848% |
| NJ HLTH-HACKENSACK UN | 2,000 | 2,193,340 | 3.818% |
| ATLANTIC CNVNTN 6/90 | 1,790 | 2,050,767 | 3.570% |
| ATLANTIC CITY ED REF | 1,750 | 1,996,418 | 3.475% |
| GARDEN ST PRESERV-A | 1,000 | 1,349,100 | 2.348% |
| ESSEX IMPT REF-GTD | 1,000 | 1,326,820 | 2.310% |
| NJ TRN-B-TRN SYS | 1,000 | 1,270,030 | 2.211% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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