FHMAX Mutual Fund

FHMAX Mutual Fund (Federated Hermes Conservative Municipal Microshort Fund Class A) is managed by Federated Hermes with $156.1M in net assets. FHMAX expense ratio is 0.40%, holding 138 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2021-02-03.

FHMAX performance shows a YTD return of 0.85%. The 1-year return is 2.63% and the 5-year return is 2.51%. FHMAX dividend yield stands at 1.96%, paid monthly.

FHMAX top holdings include Invesco Municipal Opportunity Trust, Putters 3A-7 (Vmtp 5029), 1.240%, 12/1/2021 (3.1%), Prt Arthr Tx Mtva10E Q=Self V7 (3.1%), Nuveen Ca Amt-free Quality Mun Nuveen California Amt-free Quality Municipal Incom 10/01/2047 (2.4%), Walker Cnty Al Economic And Indl Dev Auth Solid Waste Disp Rev, 4.15% 2063/08/01 (2.3%), 1500 Mission Urban Housing Lp 4.27% 2046-12-01 (2.3%). Go to all FHMAX holdings, FHMAX sectors, or FHMAX dividends.

FHMAX can be compared against other funds. Use FHMAX overlap to find shared positions, or FHMAX vs another fund for a side-by-side view. FHMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.