Muni and Stock Advantage Fund

Muni and Stock Advantage Fund FMutual FundsAsset Allocation

Overview

AT A GLANCE
Portfolio
Assets
$1.5 Billion
YTD Return NAV
5.31%
Multi-Asset
Horiziontally divided upward facing pyramid.
Gross
Expenses  †
1.07%
Net
Expenses  †
1.00%
STRATEGY

Seeks tax-advantaged income with a secondary objective of capital appreciation, by investing in both tax-exempt (or municipal) securities and equity securities.

KEY FACTS
Key Facts - Part 1
Symbol Muni and Stock Advantage Fund F
Benchmark 40% Russell 1000® Value Index/60% Standard and Poor's Municipal Bond Index
Key Facts - Part 2
Fund Number(s)
901
CUSIP 31420C720
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Allocation--30% to 50% Equity
Style
Morningstar Style Box
      Large
      Medium
      Small
Value Blend Growth  
Category
Allocation--30% to 50% Equity
Style
Morningstar Style Box
      High
      Medium
      Low
Ltd Mod Ext  
INVESTMENT GOALS Growth
Income
Tax Aware
MANAGERS
John Nichol, CFA
Senior Vice President
Senior Portfolio Manager
Head of Growth & Income Team

joined Federated
26 years of experience
Linda Bakhshian, CPA, CA
Vice President
Portfolio Manager

joined Federated
20 years of experience
R.J. Gallo, CFA
Senior Vice President
Senior Portfolio Manager
Head of Municipal Bond Investment Group
Head of Duration Committee

joined Federated
24 years of experience
Ann Ferentino, CFA
Vice President
Senior Investment Analyst/ Portfolio Manager

joined Federated
23 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes