Ratings & Risk for First Investors Tax Exempt NC B (FMTQX)

Morningstar Category: Muni Single State Interm
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Above Average
    		79
    5-Year Average Above Average
    		78
    10-Year Average Above Average
    		72
    Overall Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 6.46 0.31 0.21
    5-Year 5.26 0.27 0.05
    10-Year 5.13 0.40 0.36
    15-Year 4.90 0.44 0.32
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.28 1.04 -1.04
    3-Year 90.39 1.02 -0.55
    5-Year 91.22 1.03 -0.97
    10-Year 94.05 1.06 -1.02

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009