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Federated Muni and Stock Advantage F (FMUFX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Muni and Stock Advantage F (FMUFX) Fund

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

 

Graph of Federated Muni and Stock Advantage F Fund (FMUFX) ManagerFund Manager - John Nichol

Fund Manager Information

Fund Manager Tenure: 16.5 years
Similar Funds: FMUAX  FMUCX 
Fund Family: Federated
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
John L. Nichol, CFA, Vice President, Senior Portfolio Manager. Responsible for portfolio management and research in the domestic equity area. Previous association: Portfolio Manager, P.E.R.S. of Ohio; Certified Federal Thrift Regulator, U.S. Department of Treasury. B.S., M.B.A., Ohio State University. Joined Federated 2000; Investment Experience: 14 Years.  Get more insights on John Nichol

 

Graph of Federated Muni and Stock Advantage F Fund (FMUFX) ProfileFederated Muni and Stock Advantage F Fund (FMUFX) Profile

Fund Profile and Description

Federated Muni and Stock Advantage F Fund seeks tax-advantaged income as well as capital appreciation. Federated Muni and Stock Advantage F Fund invests in a diversified portfolio that is allocated between tax-exempt securities and equity securities. It invests at least 50% of total assets in tax-exempt securities. Federated Muni and Stock Advantage F Fund primarily invests in securities whose interest is not subject to the federal alternative minimum income tax for individuals or corporations. It invests at least a majority of the fund's tax-exempt portfolio in intermediate and/or long-term tax-exempt securities. Federated Muni and Stock Advantage F Fund may invest in tax-exempt securities rated as low as “B” by NRSRO or unrated securities of comparable quality.

 

Federated Muni and Stock Advantage F (FMUFX) Fund Strength What we like about Federated Muni and Stock Advantage F (FMUFX) Fund

Data for Federated Muni and Stock Advantage F Fund (FMUFX) as of May 30, 2016

  • Federated Muni and Stock Advantage F Fund (FMUFX) management has been with Federated Muni and Stock Advantage F Fund for 16.5 years
  • Federated Muni and Stock Advantage F Fund (FMUFX) has good short-term performance (1-year return 2.63% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Federated Muni and Stock Advantage F Fund (FMUFX) has good mid-term performance (3-year return 4.26% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • Federated Muni and Stock Advantage F Fund (FMUFX) has good Long-term performance (5-year return 6.40% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • Federated Muni and Stock Advantage F Fund (FMUFX) ratio of up-years vs down years is greater than 2
  • Federated Muni and Stock Advantage F Fund (FMUFX) has a Morningstar rating of 4 and above
  • Asset base in Federated Muni and Stock Advantage F Fund (FMUFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Federated Muni and Stock Advantage F Fund (FMUFX) has an annual stock turnover rate of 35.00% vs Allocation--30% to 50% Equity average of 48.09%. It is good that Federated Muni and Stock Advantage F management does not trade extensively for its return.
  • Federated Muni and Stock Advantage F Fund (FMUFX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.33, lower than category average of 5.82

Federated Muni and Stock Advantage F Fund (FMUFX) Weakness What we are cautious about Federated Muni and Stock Advantage F (FMUFX) Fund

Data for Federated Muni and Stock Advantage F Fund (FMUFX) as of May 30, 2016

  • Federated Muni and Stock Advantage F Fund (FMUFX) has a higher expense ratio of 1.00% than its Allocation--30% to 50% Equity average of 0.81%
  • Federated Muni and Stock Advantage F Fund (FMUFX) carries a 1% load
See Federated Muni and Stock Advantage F Fund (FMUFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Federated Muni and Stock Advantage F Fund (FMUFX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Muni and Stock Advantage F3.572.634.266.40
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare Federated Muni and Stock Advantage F Fund (FMUFX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of Federated Muni and Stock Advantage F Fund (FMUFX) Net Asset TrackingFederated Muni and Stock Advantage F (FMUFX) Fund Net Asset

Track net asset change of Federated Muni and Stock Advantage F fund (FMUFX)

DateNet Asset
05/2016$1.34B
03/2016$1.28B
02/2016$1.23B
More historic net asset information on Federated Muni and Stock Advantage F Fund (FMUFX)

  

Graph of Federated Muni and Stock Advantage F Fund (FMUFX) Portfolio TrackingFederated Muni and Stock Advantage F (FMUFX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Muni and Stock Advantage F fund (FMUFX)

DateCashStockBondOther
03/20160.39%41.41%58.2%0%
12/20150.63%46.98%52.39%0%
09/20150.25%44.24%55.51%0%
Click here to see more historic asset allocation information on Federated Muni and Stock Advantage F Fund (FMUFX)

 

graph of Federated Muni and Stock Advantage F Fund (FMUFX) Top 10 Position TrackingTop 10 Holdings in Federated Muni and Stock Advantage F (FMUFX) Fund

Discover what Federated Muni and Stock Advantage F Fund (FMUFX) manager is buying

Mar 30, 2016
US 5 Year Note (CBT) June16 [1.69%]
Altria Group, Inc. [1.61%]
Louisiana Pub Facs Auth 0.3% [1.59%]
AT&T Inc. [1.49%]
St Lucie Cnty Fla Pollutn Ctl Rev R 0.3% [1.48%]
GlaxoSmithKline PLC Common Stoc [1.29%]
Microsoft Corporation [1.27%]
Verizon Communications Inc. Com [1.22%]
CenturyLink, Inc. Common Stock [1.14%]
Philip Morris International Inc [1.1%]

Dec 30, 2015
5 Year US Treasury Note Future Mar16 [2.76%]
Altria Group Inc [1.59%]
GlaxoSmithKline PLC Common Stoc [1.45%]
AT&T Inc. [1.4%]
JPMorgan Chase & Co [1.34%]
Sun Life Financial Inc. Common [1.33%]
Lockheed Martin Corporation Com [1.19%]
10 Year US Treasury Note Future Mar16 [1.18%]
Verizon Communications Inc. Com [1.11%]
Philip Morris International Inc [1.05%]

Sep 29, 2015
5 Year US Treasury Note Future Dec15 [2.77%]
Verizon Communications Inc. Com [1.55%]
Altria Group Inc [1.55%]
GlaxoSmithKline PLC ADR [1.44%]
Sun Life Financial Inc. Common [1.43%]
AT&T Inc. [1.38%]
10 Year US Treasury Note Future Dec15 [1.37%]
JP Morgan Chase & Co. Common St [1.29%]
Pfizer, Inc. Common Stock [1.13%]
Lockheed Martin Corporation Com [1.09%]
Click here for Stock Holding Change Map in Federated Muni and Stock Advantage F Fund (FMUFX)

  

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