Federated Hermes Muni and Stock Advantage continues to see changes in its team and process. The four more expensive share classes remain at a Morningstar Analyst Rating of Negative, and the cheapest share class now falls to Negative as well.
Federated Hermes Muni and Stock Adv A FMUAX
NAV / 1-Day Return
13.66
/
0.00
Total Assets
1.5 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Average
Longest Manager Tenure
18.89
years
Category
Allocation--30% to 50% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
2.14%
Turnover
48%
Morningstar’s Fund Analysis FMUAX
Will FMUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMUAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FMUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FMUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Federated Hermes Tax Adv Conserv Dom Bal
