FMUAX Mutual Fund

FMUAX Mutual Fund (Federated Hermes Muni and Stock Advantage Fund Class A) is managed by Federated Hermes with $706.7M in net assets. FMUAX expense ratio is 0.99%, holding 408 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-09-26.

FMUAX performance shows a YTD return of 6.12%. The 1-year return is 13.83% and the 5-year return is 4.88%. FMUAX dividend yield stands at 1.80%, paid monthly.

FMUAX top holdings include Alphabet Inc Common Stock USD 0.001 (2.9%), Apple, Inc (2.1%), Microsoft Corp (1.9%), Broadcom Inc (1.8%), Jpmorgan Chase (1.4%). Go to all FMUAX holdings, FMUAX sectors, or FMUAX dividends.

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