Ratings & Risk for First Investors Tax Exempt NC A (FMTNX)

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 Above Average High
    		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 6.47 0.37 0.31
    5-Year 5.27 0.33 0.18
    10-Year 5.14 0.45 0.48
    15-Year 5.03 0.49 0.45
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.33 1.03 -0.27
    3-Year 90.80 1.03 0.13
    5-Year 91.57 1.03 -0.26
    10-Year 93.96 1.07 -0.39

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009