Short-Intermediate Duration Municipal Trust

ticker F S H I X Mutual Funds . Muni National .

Overview

 
AT A GLANCE
Portfolio
Assets
December 31 2019
$875.7 M
Fixed Income
Overall
Morningstar Rating ™
December 31 2019
4 out of 5 stars"
Gross
Expenses
0.81%
Net
Expenses
0.46%
STRATEGY

Seeks dividend income that is exempt from federal regular income tax by investing its assets so that, normally, distributions of annual interest income are exempt from federal regular income tax.

KEY FACTS
Key Facts - Part 1
Symbol ticker F S H I X
Benchmark 1 S&P Municipal Bond Short Index
Benchmark 2 S&P Municipal Bond 1-5 Year Investment Grade 5% Max Pre-Refunded Index
Key Facts - Part 2
Fund Number(s)
24
CUSIP 3 1 3 9 0 7 1 0 7
Performance Incp. Date August 20 1981
MORNINGSTAR CATEGORY & STYLE
Category
Municipal National Short
Style
Medium Limited
INVESTMENT GOALS Income
Tax Aware
MANAGERS
Jeff Kozemchak, CFA
Senior Vice President
Senior Portfolio Manager

joined Federated
33 years of experience
Mary Jo Ochson, CFA
Senior Vice President
Chief Investment Officer
Head of the Tax-Free Liquidity Investment Area and Short-Term Municipal Bonds
Senior Portfolio Manager

joined Federated
37 years of experience

Performance

Characteristics

Commentary

Documents

 

Distributions and Taxes

Standard Performance