Federated Muni And Fund Quote
FMUAX Fund | USD 14.75 0.01 0.07% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Federated Muni is trading at 14.75 as of the 2nd of January 2025; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 14.74. Federated Muni has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of December 2024 and ending today, the 2nd of January 2025. Click here to learn more.
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 percent 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 funds shareholders as dividends.. More on Federated Muni And
Moving together with Federated Mutual Fund
Federated Mutual Fund Highlights
Fund Concentration | Federated Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Federated (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 31st of December 2022 |
Fiscal Year End | October |
Federated Muni And [FMUAX] is traded in USA and was established 2nd of January 2025. Federated Muni is listed under Federated category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Federated family. This fund currently has accumulated 1.39 B in assets under management (AUM) with no minimum investment requirementsFederated Muni And is currently producing year-to-date (YTD) return of 9.06% with the current yeild of 0.02%, while the total return for the last 3 years was 2.25%.
Check Federated Muni Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Muni And Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Muni And Mutual Fund Constituents
CVX | Chevron Corp | Stock | Energy | |
JNJ | Johnson Johnson | Stock | Health Care | |
ABBV | AbbVie Inc | Stock | Health Care | |
PFE | Pfizer Inc | Stock | Health Care | |
MSFT | Microsoft | Stock | Information Technology | |
DIS | Walt Disney | Stock | Communication Services | |
C | Citigroup | Stock | Financials | |
DAL | Delta Air Lines | Stock | Industrials |
Federated Muni And Risk Profiles
Mean Deviation | 0.2545 | |||
Standard Deviation | 0.3381 | |||
Variance | 0.1143 | |||
Risk Adjusted Performance | (0.04) |
Federated Muni Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Muni financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Muni security.
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