FMN vs IG

vs

Quick Verdict

IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricFMNIG
Fund FamilyFederated Premier Municipal Income FundPrincipal Funds
Expense Ratio-0.19%
AUM$176M$166M
Dividend Yield-4.97%
Holdings Count-231
Inception Date-2018-04-18
Investment Style-Long Term Mid Quality
1-Month Return-+0.38%
YTD Return-+0.43%
1-Year Return-+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score-70
Momentum Score-35
Value Score-58

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, FMN or IG?

Expense ratio data is not currently available.

Do FMN and IG hold the same stocks?

FMN and IG 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, FMN or IG?

Historical return data is not currently available for comparison.