FMN vs SBIO

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Quick Verdict

SBIO offers more diversification with 90 holdings.

Side-by-Side Comparison

MetricFMNSBIO
Fund FamilyFederated Premier Municipal Income FundALPS Advisors
Expense Ratio-0.50%
AUM$176M$139M
Dividend Yield-0.00%
Holdings Count-90
Inception Date-2014-12-30
Investment Style-Small Cap Growth
1-Month Return-+0.62%
YTD Return-+2.63%
1-Year Return-+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score-68
Momentum Score-59
Value Score-67

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 SBIO?

Expense ratio data is not currently available.

Do FMN and SBIO hold the same stocks?

FMN and SBIO 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 SBIO?

Historical return data is not currently available for comparison.