FMUIX Mutual Fund

FMUIX Mutual Fund (Federated Hermes Muni and Stock Advantage Fund Institutional Class) is managed by Federated Hermes with $534.7M in net assets. FMUIX expense ratio is 0.74%, holding 408 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2010-12-29.

FMUIX performance shows a YTD return of 6.54%. The 1-year return is 14.04% and the 5-year return is 5.14%. FMUIX dividend yield stands at 2.04%, paid monthly.

FMUIX 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 FMUIX holdings, FMUIX sectors, or FMUIX dividends.

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