Federated Short-Intermediate Duration Municipal Trust (IS) FSHIX

Share Classes Product Type Asset Class Category
Mutual Fund Fixed Income Muni National
As of 07-31-2017

Highlights

  • Pursues dividend income exempt from federal regular income tax and generally the alternative minimum tax.
  • Invests primarily in short-intermediate tax-exempt municipal bonds and generally maintains a dollar-weighted average portfolio duration of 1.5 to 3.5 years.

Key Investment Team


Facts

Symbol   FSHIX
Fund Number(s)   24
Newspaper Listing   ShtMunI
CUSIP   313907107
Benchmark 1   S&P Municipal Bond Short Intermediate Index
Benchmark 2   S&P 1-5 Year National AMT-Free Municipal Bond Index
Performance Inception Date   08-20-1981
Fiscal Year-End   6-30

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 173
3 Year 173
5 Year 150
10 Year 92
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

disclosures »
Category Muni National Short
Style