Nasdaq - Delayed Quote USD

Federated Hermes Muni and Stock Adv IS (FMUIX)

14.36
-0.03
(-0.21%)
At close: 8:04:14 PM EDT

Investment Information

Min Initial Investment
1,500
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
15
Min Subsequent Investment
1,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • TD Ameritrade Trust Company
  • Schwab Institutional Only
  • DailyAccess Corporation RTC
  • Scottrade TF
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • DailyAccess Corporation Matrix

Fund Summary

The fund invests in a diversified portfolio that is allocated between tax-exempt securities and equity securities. In seeking to provide investors with a relatively high level of tax-advantaged income, it will invest at least 50% of its total assets in tax-exempt securities; under current federal tax law, this strategy will enable interest earned on tax-exempt securities to retain its tax-exempt nature when paid to the fund's shareholders as dividends.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Federated
Net Assets 1.32B
YTD Return -2.74%
Yield 2.44%
Morningstar Rating
Inception Date Sep 26, 2003

Performance & Risk

YTD Return -0.51%
5y Average Return 6.41%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

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