LMBIX Mutual Fund

LMBIX Mutual Fund (Federated Hermes Municipal Bond Fund Institutional Class) is managed by Federated Hermes with $22.2M in net assets. LMBIX expense ratio is 0.58%, holding 158 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-07-27.

LMBIX performance shows a YTD return of 0.20%. The 1-year return is 6.62% and the 5-year return is 0.14%. LMBIX dividend yield stands at 2.83%, paid monthly.

LMBIX top holdings include Public Finance Authority, Series B 4.04999862 10/01/2055 (1.6%), Illinois St 5.25% Apr 01, 2044 (1.5%), Salt Lake City Utah Arp 5.5 01Jul50 (1.5%), Hutto Tx Indep Sch 5% 08/01/48 (1.5%), Louisiana Stadium & Exposition District 5 07/01/2048 (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.