Short-Intermediate Duration Municipal Trust

Short-Intermediate Duration Municipal Trust ISMutual FundsMuni National

Overview

AT A GLANCE
Portfolio
Assets
$755.7 Million
YTD Return NAV
0.59%
Fixed Income
Structure slanted roof, round circl and five columns.
Overall
Morningstar Rating
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 Short-Intermediate Duration Municipal Trust IS
Benchmark 1 Standard and Poor's Municipal Bond Short Intermediate Index
Benchmark 2 Standard and Poor's 1-5 Year National Alternative Minimum Tax-Free Municipal Bond Index
Key Facts - Part 2
Fund Number(s)
24
CUSIP 313907107
Performance Incp. Date
MORNINGSTAR CATEGORY & STYLE
Category
Municipal National Short
Style
Morningstar Style Box
      High
      Medium
      Low
Ltd Mod Ext  
INVESTMENT GOALS Income
Tax Aware
MANAGERS
Jeff Kozemchak, CFA
Senior Vice President
Senior Portfolio Manager

joined Federated
32 years of experience
Mary Jo Ochson, CFA
Senior Vice President
Chief Investment Officer
Head of the Tax-Free Money Market Investment Area
Senior Portfolio Manager

joined Federated
36 years of experience

Performance

Characteristics

Commentary

Documents

Distributions and Taxes