LMBIX Mutual Fund

LMBIX Mutual Fund (Federated Hermes Municipal Bond Fund Institutional Class) is managed by Federated Hermes with $20.1M in net assets. LMBIX expense ratio is 0.58%, holding 170 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-07-27.

LMBIX performance shows a YTD return of -1.52%. The 1-year return is -1.62% and the 5-year return is -0.78%. LMBIX dividend yield stands at 3.56%, paid monthly.

LMBIX top holdings include Harris Cnty Tx Cultural Edu Fa 2060-12-01 (1.8%), State Of Illinois 5.25 04/01/2044 (1.6%), Salt Lake City Utah Arp 5.5 01Jul50 (1.5%), Hutto Independent School District 5 08/01/2048 (1.5%), Indianapolis Local Public Improvement Bond Bank 5.25 03/01/2067 (1.5%). Go to all LMBIX holdings, LMBIX sectors, or LMBIX dividends.

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