OMIIX Mutual Fund

OMIIX Mutual Fund

NAV$10.14
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Fund Essentials - as of May 31, 2026

Net Assets
$25M
Expense Ratio
0.52%
Dividend Yield (Current)
3.27%
Holdings
102
Inception Date
Apr 28, 2020
Fund Family
Federated Hermes
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.64%
1 Year+5.45%
3 Year+2.96%
5 Year+0.45%
10 Year+1.49%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-State Of Ohio3.00%
-Columbus Oh City School District School Facilities Construction & Improvement Go2.80%
-City Of Westerville Oh 5 2037-12-012.33%
OH AMEPWR 4 02/15/20American Municipal Power Inc 4 02/15/20392.10%
-Csx Corp. 5.05% 6/15/20351.94%
Top 10 Concentration: 20.67%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.27%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

OMIIX Mutual Fund Overview

OMIIX Mutual Fund (Federated Hermes Ohio Municipal Income Fund Institutional Class) is managed by Federated Hermes with $24.5M in net assets. OMIIX expense ratio is 0.52%, holding 102 positions across sectors including Financials, Utilities, Industrials. Inception date: 2020-04-28.

OMIIX performance shows a YTD return of 0.64%. The 1-year return is 5.45% and the 5-year return is 0.45%. OMIIX dividend yield stands at 3.27%, paid monthly.

OMIIX top holdings include State Of Ohio (3.0%), Columbus Oh City School District School Facilities Construction & Improvement Go (2.8%), City Of Westerville Oh 5 2037-12-01 (2.3%), American Municipal Power Inc 4 02/15/2039 (2.1%), Csx Corp. 5.05% 6/15/2035 (1.9%). Go to all OMIIX holdings, OMIIX sectors, or OMIIX dividends.

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