Federated Muni and Stock Advantage Fund (A) FMUAX

As of 12-31-2015

Highlights

  • Pursues tax-advantaged income, with a secondary objective of capital appreciation.
  • Invests in tax-exempt municipal bonds and dividend-paying stocks that are intended to qualify for tax-advantaged treatment.
  • Provides a diversified source of tax-advantaged income.

Key Investment Team


Facts

Symbol   FMUAX
Fund Number(s)   887
Newspaper Listing   MunStkAdvA
CUSIP   31420C837
Benchmark   40% Dow Jones U.S. Select Dividend Index / 60% S&P Municipal Bond Index
Performance Inception Date   09-26-2003
Fiscal Year-End   10-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 744
3 Year 744
5 Year 575
10 Year 356
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

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Category Conservative Allocation
Style