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Federated Intermediate Municipal Instl (FIMTX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Intermediate Municipal Instl (FIMTX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Federated Intermediate Municipal Instl Fund (FIMTX) ManagerFund Manager - J. Scott Albrecht

Fund Manager Information

Fund Manager Tenure: 25.0 years
Similar Funds: FIMYX 
Fund Family: Federated
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of Federated Intermediate Municipal Instl Fund (FIMTX) ProfileFederated Intermediate Municipal Instl Fund (FIMTX) Profile

Fund Profile and Description

Federated Intermediate Municipal Instl Fund seeks to provide current income exempt from federal regular income tax. Federated Intermediate Municipal Instl Fund pursues its objective by investing its assets so that, normally, distributions of annual interest income are exempt from federal regular income tax. Its portfolio securities normally be investment-grade or of comparable quality. Federated Intermediate Municipal Instl Fund also invests in tax-exempt securities such as general obligations bonds, special revenue bonds and private activity bonds. It may invest in certain securities that will likely cause the fund to realize a limited amount of ordinary income and short-term capital gains.

 

Federated Intermediate Municipal Instl (FIMTX) Fund Strength What we like about Federated Intermediate Municipal Instl (FIMTX) Fund

Data for Federated Intermediate Municipal Instl Fund (FIMTX) as of May 30, 2016

  • Federated Intermediate Municipal Instl Fund (FIMTX) management has been with Federated Intermediate Municipal Instl Fund for 25.0 years
  • Federated Intermediate Municipal Instl Fund (FIMTX) has good short-term performance (1-year return 5.60% vs 4.71% Muni National Interm category median performance)
  • Federated Intermediate Municipal Instl Fund (FIMTX) has good mid-term performance (3-year return 3.34% vs 3.10% Muni National Interm category median performance)
  • Federated Intermediate Municipal Instl Fund (FIMTX) has good Long-term performance (5-year return 4.15% vs 4.14% Muni National Interm category median performance)
  • Federated Intermediate Municipal Instl Fund (FIMTX) ratio of up-years vs down years is greater than 2
  • Asset base in Federated Intermediate Municipal Instl Fund (FIMTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Federated Intermediate Municipal Instl Fund (FIMTX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.75, lower than category average of 3.29
  • Federated Intermediate Municipal Instl Fund (FIMTX) has a lower expense ratio than its Muni National Interm average: 0.56% vs 0.80%
  • Federated Intermediate Municipal Instl Fund (FIMTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Federated Intermediate Municipal Instl Fund (FIMTX) Weakness What we are cautious about Federated Intermediate Municipal Instl (FIMTX) Fund

Data for Federated Intermediate Municipal Instl Fund (FIMTX) as of May 30, 2016

  • Federated Intermediate Municipal Instl Fund (FIMTX) has a Morningstar rating of 3 and below
  • Federated Intermediate Municipal Instl Fund (FIMTX) is less safe compared to its Muni National Interm peers
  • Federated Intermediate Municipal Instl Fund (FIMTX) has an annual stock turnover rate of 37.00% that is higher than the Muni National Interm average of 22.40%. This could mean Federated Intermediate Municipal Instl is more nimble, but also signal potential high tax impact and high trading fees
See Federated Intermediate Municipal Instl Fund (FIMTX) performance details as of May 30, 2016

 

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Compare Federated Intermediate Municipal Instl Fund (FIMTX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Intermediate Municipal Instl2.745.603.344.15
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Federated Intermediate Municipal Instl Fund (FIMTX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Federated Intermediate Municipal Instl Fund (FIMTX) Net Asset TrackingFederated Intermediate Municipal Instl (FIMTX) Fund Net Asset

Track net asset change of Federated Intermediate Municipal Instl fund (FIMTX)

DateNet Asset
05/2016$112.11M
03/2016$109.02M
02/2016$107.71M
More historic net asset information on Federated Intermediate Municipal Instl Fund (FIMTX)

  

Graph of Federated Intermediate Municipal Instl Fund (FIMTX) Portfolio TrackingFederated Intermediate Municipal Instl (FIMTX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Intermediate Municipal Instl fund (FIMTX)

DateCashStockBondOther
03/20160%0%100%0%
12/20151.88%0%98.12%0%
09/20151.95%0%98.05%0%
Click here to see more historic asset allocation information on Federated Intermediate Municipal Instl Fund (FIMTX)

 

graph of Federated Intermediate Municipal Instl Fund (FIMTX) Top 10 Position TrackingTop 10 Holdings in Federated Intermediate Municipal Instl (FIMTX) Fund

Discover what Federated Intermediate Municipal Instl Fund (FIMTX) manager is buying

Mar 30, 2016
US 5 Year Note (CBT) June16 [8.34%]
St Lucie Cnty Fla Pollutn Ctl Rev R 0.3% [3.05%]
Illinois Fin Auth 5% [2.5%]
Wisconsin St Health & Edl Facs Ref Bd 5% [2.42%]
District Columbia Wtr & Swr Au Sub Li 5% [2.41%]
Dallas Tex Area Rapid Tran Sal Sr Lie 5% [2.37%]
Missouri Jt Mun Elec Util Comm Ref Bd 5% [2.33%]
Houston Tex Util Sys Rev For I First Lie [1.96%]
Michigan Tob Settlement Fin Au Tobacc 6% [1.96%]
Lowndes Cnty Miss Solid Waste Solid 6.8% [1.84%]

Dec 30, 2015
Illinois Fin Auth 5% [2.36%]
Wisconsin St Health & Edl Facs Ref Bd 5% [2.27%]
Missouri Jt Mun Elec Util Comm Ref Bd 5% [2.2%]
Houston Tex Util Sys Rev For I First Lie [1.87%]
Michigan Tob Settlement Fin Au Tobacc 6% [1.81%]
Louisville & Jefferson Cnty Ky Rev Bd 5% [1.79%]
Lowndes Cnty Miss Solid Waste Solid 6.8% [1.76%]
California St Univ Rev Systemwid 5% [1.71%]
Washington St Var Purp 5% [1.7%]
Allegheny Cnty Pa Hosp Dev Aut Rev Bd 5% [1.6%]

Sep 29, 2015
Illinois Fin Auth 5% [2.39%]
Wisconsin St Health & Edl Facs Ref Bd 5% [2.31%]
Missouri Jt Mun Elec Util Comm Ref Bd 5% [2.2%]
Houston Tex Util Sys Rev For I First Lie [1.92%]
Louisville & Jefferson Cnty Ky Rev Bd 5% [1.82%]
Lowndes Cnty Miss Solid Waste Solid 6.8% [1.8%]
Michigan Tob Settlement Fin Au Tobacc 6% [1.75%]
California St Univ Rev Systemwid 5% [1.72%]
Washington St Var Purp 5% [1.72%]
Allegheny Cnty Pa Hosp Dev Aut Rev Bd 5% [1.66%]
Click here for Stock Holding Change Map in Federated Intermediate Municipal Instl Fund (FIMTX)

  

Latest News on Federated Intermediate Municipal Instl (FIMTX) Fund

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