ACES vs FMN

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Quick Verdict

FMN offers more diversification with 40 holdings.

Side-by-Side Comparison

MetricACESFMN
Fund FamilyALPS AdvisorsFederated Premier Municipal Income Fund
Expense Ratio0.55%-
AUM$118M$176M
Dividend Yield0.70%-
Holdings Count38-
Inception Date2018-06-27-
Investment StyleMid Cap Growth-
1-Month Return-8.31%-
YTD Return-3.93%-
1-Year Return+37.28%-
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score58-
Momentum Score33-
Value Score63-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
40
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or FMN?

Expense ratio data is not currently available.

Do ACES and FMN hold the same stocks?

ACES and FMN share 0 common holdings with a 0.0% weight overlap. They hold 40 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or FMN?

Historical return data is not currently available for comparison.