FMUFX Mutual Fund
FMUFX Mutual Fund
Federated Hermes Muni and Stock Advantage Fund Class F
FMUFX Mutual Fund Overview
FMUFX Mutual Fund (Federated Hermes Muni and Stock Advantage Fund Class F) is managed by Federated Hermes with $180.2M in net assets. FMUFX expense ratio is 0.99%, holding 408 positions across sectors including Financials, Other, Information Technology. Inception date: 2007-05-31.
FMUFX performance shows a YTD return of 6.73%. The 1-year return is 15.38% and the 5-year return is 5.08%. FMUFX dividend yield stands at 2.08%, paid monthly.
FMUFX top holdings include Alphabet Inc Common Stock USD 0.001 (2.9%), Apple, Inc (2.1%), Microsoft Corp 4.100 Feb 06 37 (1.9%), Broadcom Inc (1.8%), Jpmorgan Chase (1.4%). View all FMUFX holdings, sector breakdown, or dividend history.
FMUFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMUFX alternatives are available via the screener, along with tax-loss harvesting opportunities.