FSHIX : Federated Short-Intermediate Duration Municipal Trust Institutional Shares

FSHIX is a Bond Market Municipal Bond with LOW fees.

FSHIX

Federated Short-Intermediate Duration Municipal Trust Institutional Shares

FI Score

65 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

65% FI Score
  • fshix
  • Mutual Fund
  • Bond
  • Municipal Bond

Federated Short-Intermediate Duration Municipal Trust Institutional Shares

Expenses: 0.46% (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 dividend income which is 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. It will invest at least a majority of its assets in securities rated investment-grade (or unrated securities of comparable quality), and may purchase securities rated below investment-grade (or unrated securities of comparable quality), which are also known as junk bonds, up to 49% of its assets.

Largest Holdings

Amount Holding
2.56% ST JAMES PARISH LA REV 7.5%
1.79% COLUMBIA ALA INDL DEV BRD POLLUTN CTL REV 0.9%
1.61% GEISINGER AUTH PA HEALTH SYS REV 1.7%
1.58% COLUMBIA ALA INDL DEV BRD POLLUTN CTL REV 0.88%
1.57% TENNERGY CORP TENN GAS REV 5%
1.39% PORT PORT ARTHUR TEX NAV DIST ENVIRONMENTAL FACS REV 1.5%
1.35% BURKE CNTY GA DEV AUTH POLLUTN CTL REV 1.1%
1.30% BAY AREA TOLL AUTH CALIF TOLL BRDG REV 5.81%
1.29% PENNSYLVANIA ST TPK COMMN TPK REV 5.69%
1.28% OHIO ST HOSP REV 7.25%
1.28% NEW JERSEY ECONOMIC DEV AUTH REV 5.96%
1.18% DENTON TEX INDPT SCH DIST 2%
1.15% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
1.07% LOWER ALA GAS DIST GAS PROJ REV 4%
1.02% NORTHSIDE TEX INDPT SCH DIST 1.6%
1.01% BLACK BELT ENERGY GAS DIST ALA GAS PREPAY REV 4%
1.00% CLARK CNTY NEV ARPT REV 5%
0.98% MIDLOTHIAN TEX INDPT SCH DIST 2%
0.98% LOUISA VA INDL DEV AUTH POLLUTN CTL REV 1.9%
0.96% SAN ANTONIO TEX ELEC & GAS REV 1.75%
0.92% LAURENS CNTY S C WTR & SWR COMMN WTRWKS DISTR SYS REV 1.38%
0.92% BURKE CNTY GA DEV AUTH POLLUTN CTL REV 1.7%
0.90% FORT BEND TEX INDPT SCH DIST 1.95%
0.89% MAIN STR NAT GAS INC GA GAS SUPPLY REV 1.86%
0.86% EAGLE MTN & SAGINAW TEX INDPT SCH DIST 2%

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