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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