FIMYX : Federated Intermediate Municipal Trust Institutional Shares

FIMYX is a Bond Market Municipal Bond with LOW fees.

FIMYX

Federated Intermediate Municipal Trust Institutional Shares

FI Score

51 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

51% FI Score
  • fimyx
  • Mutual Fund
  • Bond
  • Municipal Bond

Federated Intermediate Municipal Trust Institutional Shares

Expenses: 0.48% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide current income exempt from federal regular income tax. The fund pursues its objective by investing its assets so that, normally distributions of annual interest income are exempt from federal regular income tax. At least 75% of its portfolio securities will be investment grade or of comparable quality. The fund's Adviser expects that, normally, up to 15% of the fund's total assets may be invested in securities rated below investment grade. The fund's average weighted maturity is not less than three nor more than ten years.

Largest Holdings

Amount Holding
1.77% MOBILE ALA INDL DEV BRD REV 0.9%
1.54% MONROEVILLE PA FIN AUTH UPMC REV 5%
1.52% WEST JEFFERSON ALA INDL DEV BRD SOLID WASTE DISP REV 0.9%
1.35% ALASKA ST HSG FIN CORP 5%
1.30% OHIO ST UNIV GEN RCPTS 5%
1.28% FLORIDA ST 5%
1.28% MASSACHUSETTS ST 5.25%
1.28% CINCINNATI OHIO 5%
1.26% WEST VIRGINIA ST 5%
1.26% INDIANAPOLIS IND WTR SYS REV 5%
1.26% COLUMBUS OHIO 5%
1.25% ARIZONA ST UNIV REVS 5%
1.24% INDIANAPOLIS IND GAS UTIL REV 5%
1.23% OLATHE KANS HEALTH FACS REV 5%
1.21% GLENDALE ARIZ EXCISE TAX REV 5%
1.21% CAPE GIRARDEAU CNTY MO INDL DEV AUTH HEALTH CARE FACS REV 5%
1.20% SAN ANTONIO TEX ELEC & GAS REV 5%
1.20% TRINITY RIVER AUTH TEX REGL WASTEWTR SYS REV 5%
1.19% NORTH TEX TWY AUTH REV 5%
1.19% PURDUE UNIV IND UNIV REVS 5%
1.18% VanEck Vectors High-Yield Municipal ETF
1.18% INDIANA MUN PWR AGY PWR SUPPLY SYS REV 5%
1.17% GEORGIA ST 5%
1.17% NORTH CAROLINA MUN PWR AGY NO 1 CATAWBA ELEC REV 5%
1.17% PROSPER TEX INDPT SCH DIST 4%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo