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Critical Facts You Need to Know About Preferred Stocks
Have you ever wished for the safety of bonds, but the return potential...
Name
As of 12/05/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
10.3%
1 yr return
13.2%
3 Yr Avg Return
3.2%
5 Yr Avg Return
4.9%
Net Assets
$1.37 B
Holdings in Top 10
12.7%
Expense Ratio 1.83%
Front Load N/A
Deferred Load 1.00%
Turnover 48.00%
Redemption Fee N/A
Standard (Taxable)
$1,500
IRA
$250
Fund Type
Open End Mutual Fund
Name
As of 12/05/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | FMUCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 10.3% | -3.4% | 21.0% | 42.33% |
1 Yr | 13.2% | -2.3% | 26.4% | 53.96% |
3 Yr | 3.2%* | -12.2% | 6.7% | 32.91% |
5 Yr | 4.9%* | -5.6% | 8.5% | 42.08% |
10 Yr | 4.1%* | -0.6% | 7.7% | 62.86% |
* Annualized
Period | FMUCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 7.0% | -1.0% | 27.4% | 42.08% |
2022 | -12.6% | -35.0% | -7.4% | 5.51% |
2021 | 5.5% | -11.5% | 14.6% | 15.68% |
2020 | 6.0% | -10.3% | 40.7% | 36.51% |
2019 | 10.6% | -9.5% | 22.1% | 43.98% |
Period | FMUCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 10.3% | -3.4% | 21.0% | 42.33% |
1 Yr | 13.2% | -2.3% | 26.4% | 53.96% |
3 Yr | 3.2%* | -12.2% | 6.7% | 32.91% |
5 Yr | 4.9%* | -5.6% | 8.5% | 42.08% |
10 Yr | 4.1%* | -0.6% | 7.7% | 62.86% |
* Annualized
Period | FMUCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 9.0% | 2.6% | 28.2% | 75.74% |
2022 | -11.4% | -35.0% | -3.1% | 29.32% |
2021 | 9.6% | -11.5% | 32.0% | 22.88% |
2020 | 7.6% | -5.4% | 40.7% | 66.21% |
2019 | 11.8% | 4.5% | 27.7% | 90.76% |
FMUCX | Category Low | Category High | FMUCX % Rank | |
---|---|---|---|---|
Net Assets | 1.37 B | 305 K | 50.8 B | 29.14% |
Number of Holdings | 413 | 2 | 4065 | 23.95% |
Net Assets in Top 10 | 177 M | 309 K | 10.3 B | 65.68% |
Weighting of Top 10 | 12.72% | 9.7% | 111.4% | 94.57% |
Weighting | Return Low | Return High | FMUCX % Rank | |
---|---|---|---|---|
Bonds | 57.05% | 0.00% | 79.72% | 9.88% |
Stocks | 43.47% | 0.00% | 100.11% | 70.86% |
Preferred Stocks | 0.00% | 0.00% | 21.95% | 66.67% |
Other | 0.00% | -0.20% | 61.47% | 67.41% |
Convertible Bonds | 0.00% | 0.00% | 71.77% | 98.75% |
Cash | 0.00% | -35.68% | 23.34% | 97.78% |
Weighting | Return Low | Return High | FMUCX % Rank | |
---|---|---|---|---|
Healthcare | 18.56% | 0.00% | 24.25% | 1.26% |
Financial Services | 15.25% | 0.00% | 83.50% | 42.96% |
Technology | 13.32% | 0.22% | 27.92% | 74.12% |
Energy | 9.15% | 0.00% | 62.93% | 8.79% |
Industrials | 8.90% | 0.14% | 17.90% | 76.38% |
Communication Services | 8.29% | 0.00% | 11.11% | 18.09% |
Consumer Cyclical | 8.13% | 0.00% | 14.20% | 65.83% |
Consumer Defense | 8.00% | 0.00% | 18.62% | 34.92% |
Utilities | 7.64% | 0.00% | 48.33% | 12.81% |
Basic Materials | 2.76% | 0.00% | 32.82% | 91.46% |
Real Estate | 0.00% | 0.00% | 43.16% | 100.00% |
Weighting | Return Low | Return High | FMUCX % Rank | |
---|---|---|---|---|
US | 42.79% | 0.00% | 100.11% | 68.64% |
Non US | 0.69% | 0.00% | 23.24% | 24.94% |
Weighting | Return Low | Return High | FMUCX % Rank | |
---|---|---|---|---|
Municipal | 99.31% | 0.00% | 99.85% | 2.00% |
Derivative | 0.00% | -0.22% | 60.97% | 58.27% |
Cash & Equivalents | 0.00% | 0.00% | 23.34% | 89.38% |
Securitized | 0.00% | 0.00% | 52.08% | 95.51% |
Corporate | 0.00% | 0.00% | 96.66% | 98.75% |
Government | 0.00% | 0.00% | 63.33% | 97.26% |
Weighting | Return Low | Return High | FMUCX % Rank | |
---|---|---|---|---|
US | 57.05% | 0.00% | 79.72% | 8.89% |
Non US | 0.00% | 0.00% | 7.66% | 67.65% |
FMUCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.83% | 0.06% | 21.26% | 8.40% |
Management Fee | 0.65% | 0.00% | 1.25% | 92.57% |
12b-1 Fee | 0.75% | 0.00% | 1.00% | 75.77% |
Administrative Fee | 0.10% | 0.01% | 0.70% | 57.58% |
FMUCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 1.00% | 5.75% | N/A |
Deferred Load | 1.00% | 1.00% | 5.00% | 58.82% |
FMUCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.00% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
FMUCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 48.00% | 2.00% | 380.00% | 67.84% |
FMUCX | Category Low | Category High | FMUCX % Rank | |
---|---|---|---|---|
Dividend Yield | 1.52% | 0.00% | 7.99% | 92.10% |
FMUCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | None | Annual | Monthly | Monthly |
FMUCX | Category Low | Category High | FMUCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.43% | -1.22% | 6.83% | 65.16% |
FMUCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Semi-Annually | Annually |
Date | Amount | Type |
---|---|---|
Nov 20, 2024 | $0.019 | OrdinaryDividend |
Oct 21, 2024 | $0.018 | OrdinaryDividend |
Sep 20, 2024 | $0.014 | OrdinaryDividend |
Aug 20, 2024 | $0.013 | OrdinaryDividend |
Jul 22, 2024 | $0.007 | OrdinaryDividend |
Apr 22, 2024 | $0.007 | OrdinaryDividend |
Mar 20, 2024 | $0.008 | OrdinaryDividend |
Feb 20, 2024 | $0.015 | OrdinaryDividend |
Jan 22, 2024 | $0.005 | OrdinaryDividend |
Dec 20, 2023 | $0.064 | OrdinaryDividend |
Nov 20, 2023 | $0.028 | OrdinaryDividend |
Oct 20, 2023 | $0.012 | OrdinaryDividend |
Sep 20, 2023 | $0.014 | OrdinaryDividend |
Aug 21, 2023 | $0.020 | OrdinaryDividend |
Jul 20, 2023 | $0.012 | OrdinaryDividend |
Jun 20, 2023 | $0.015 | OrdinaryDividend |
May 22, 2023 | $0.025 | OrdinaryDividend |
Apr 20, 2023 | $0.013 | OrdinaryDividend |
Mar 20, 2023 | $0.015 | OrdinaryDividend |
Feb 21, 2023 | $0.023 | OrdinaryDividend |
Jan 20, 2023 | $0.010 | OrdinaryDividend |
Dec 20, 2022 | $0.043 | OrdinaryDividend |
Nov 25, 2022 | $0.023 | OrdinaryDividend |
Oct 25, 2022 | $0.021 | OrdinaryDividend |
Sep 26, 2022 | $0.011 | OrdinaryDividend |
Aug 25, 2022 | $0.017 | OrdinaryDividend |
Jul 25, 2022 | $0.008 | OrdinaryDividend |
Jun 27, 2022 | $0.011 | OrdinaryDividend |
May 25, 2022 | $0.021 | OrdinaryDividend |
Apr 25, 2022 | $0.003 | OrdinaryDividend |
Mar 25, 2022 | $0.014 | OrdinaryDividend |
Feb 25, 2022 | $0.018 | OrdinaryDividend |
Dec 21, 2021 | $0.033 | OrdinaryDividend |
Dec 07, 2021 | $0.363 | CapitalGainLongTerm |
Nov 26, 2021 | $0.017 | OrdinaryDividend |
Oct 25, 2021 | $0.005 | OrdinaryDividend |
Sep 27, 2021 | $0.013 | OrdinaryDividend |
Aug 25, 2021 | $0.048 | OrdinaryDividend |
Jul 26, 2021 | $0.006 | OrdinaryDividend |
Jun 25, 2021 | $0.010 | OrdinaryDividend |
May 25, 2021 | $0.022 | OrdinaryDividend |
Apr 26, 2021 | $0.010 | OrdinaryDividend |
Mar 25, 2021 | $0.008 | OrdinaryDividend |
Feb 25, 2021 | $0.025 | OrdinaryDividend |
Jan 25, 2021 | $0.006 | OrdinaryDividend |
Dec 21, 2020 | $0.042 | OrdinaryDividend |
Nov 25, 2020 | $0.014 | OrdinaryDividend |
Oct 26, 2020 | $0.013 | OrdinaryDividend |
Sep 25, 2020 | $0.012 | OrdinaryDividend |
Aug 25, 2020 | $0.013 | OrdinaryDividend |
Jul 27, 2020 | $0.011 | OrdinaryDividend |
Jun 25, 2020 | $0.014 | OrdinaryDividend |
May 26, 2020 | $0.019 | OrdinaryDividend |
Apr 27, 2020 | $0.010 | OrdinaryDividend |
Mar 25, 2020 | $0.010 | OrdinaryDividend |
Feb 25, 2020 | $0.023 | OrdinaryDividend |
Jan 27, 2020 | $0.017 | OrdinaryDividend |
Dec 23, 2019 | $0.020 | OrdinaryDividend |
Nov 25, 2019 | $0.013 | OrdinaryDividend |
Oct 25, 2019 | $0.006 | OrdinaryDividend |
Sep 25, 2019 | $0.006 | OrdinaryDividend |
Aug 26, 2019 | $0.007 | OrdinaryDividend |
Jul 25, 2019 | $0.005 | OrdinaryDividend |
Jun 25, 2019 | $0.012 | OrdinaryDividend |
May 28, 2019 | $0.017 | OrdinaryDividend |
Apr 25, 2019 | $0.013 | OrdinaryDividend |
Mar 25, 2019 | $0.012 | OrdinaryDividend |
Feb 25, 2019 | $0.022 | OrdinaryDividend |
Jan 25, 2019 | $0.008 | OrdinaryDividend |
Dec 21, 2018 | $0.041 | OrdinaryDividend |
Dec 06, 2018 | $0.193 | CapitalGainShortTerm |
Dec 06, 2018 | $0.462 | CapitalGainLongTerm |
Nov 26, 2018 | $0.018 | OrdinaryDividend |
Oct 25, 2018 | $0.007 | OrdinaryDividend |
Sep 25, 2018 | $0.008 | OrdinaryDividend |
Aug 27, 2018 | $0.014 | OrdinaryDividend |
Jul 25, 2018 | $0.021 | OrdinaryDividend |
Jun 25, 2018 | $0.012 | OrdinaryDividend |
May 25, 2018 | $0.016 | OrdinaryDividend |
Apr 25, 2018 | $0.015 | OrdinaryDividend |
Mar 26, 2018 | $0.023 | OrdinaryDividend |
Feb 26, 2018 | $0.017 | OrdinaryDividend |
Jan 25, 2018 | $0.009 | OrdinaryDividend |
Dec 22, 2017 | $0.027 | OrdinaryDividend |
Nov 27, 2017 | $0.022 | OrdinaryDividend |
Oct 25, 2017 | $0.010 | OrdinaryDividend |
Sep 25, 2017 | $0.014 | OrdinaryDividend |
Aug 25, 2017 | $0.017 | OrdinaryDividend |
Jul 25, 2017 | $0.033 | OrdinaryDividend |
Jun 26, 2017 | $0.009 | OrdinaryDividend |
May 25, 2017 | $0.016 | OrdinaryDividend |
Apr 25, 2017 | $0.011 | OrdinaryDividend |
Mar 27, 2017 | $0.013 | OrdinaryDividend |
Feb 27, 2017 | $0.015 | OrdinaryDividend |
Jan 25, 2017 | $0.012 | OrdinaryDividend |
Dec 22, 2016 | $0.025 | OrdinaryDividend |
Nov 25, 2016 | $0.021 | OrdinaryDividend |
Oct 25, 2016 | $0.007 | OrdinaryDividend |
Sep 26, 2016 | $0.009 | OrdinaryDividend |
Aug 25, 2016 | $0.032 | OrdinaryDividend |
Jul 25, 2016 | $0.005 | OrdinaryDividend |
Jun 27, 2016 | $0.014 | OrdinaryDividend |
May 25, 2016 | $0.025 | OrdinaryDividend |
Apr 25, 2016 | $0.011 | OrdinaryDividend |
Mar 28, 2016 | $0.015 | OrdinaryDividend |
Feb 25, 2016 | $0.027 | OrdinaryDividend |
Jan 25, 2016 | $0.013 | OrdinaryDividend |
Dec 22, 2015 | $0.046 | OrdinaryDividend |
Nov 25, 2015 | $0.029 | OrdinaryDividend |
Oct 26, 2015 | $0.010 | OrdinaryDividend |
Sep 25, 2015 | $0.018 | OrdinaryDividend |
Sep 01, 2015 | $0.021 | OrdinaryDividend |
Jul 27, 2015 | $0.007 | OrdinaryDividend |
Jun 25, 2015 | $0.011 | OrdinaryDividend |
May 26, 2015 | $0.031 | OrdinaryDividend |
Apr 27, 2015 | $0.016 | OrdinaryDividend |
Mar 25, 2015 | $0.017 | OrdinaryDividend |
Feb 25, 2015 | $0.026 | OrdinaryDividend |
Jan 26, 2015 | $0.016 | OrdinaryDividend |
Dec 22, 2014 | $0.051 | OrdinaryDividend |
Nov 25, 2014 | $0.051 | OrdinaryDividend |
Oct 27, 2014 | $0.015 | OrdinaryDividend |
Sep 25, 2014 | $0.023 | OrdinaryDividend |
Aug 25, 2014 | $0.026 | OrdinaryDividend |
Jul 25, 2014 | $0.024 | OrdinaryDividend |
Jun 25, 2014 | $0.023 | OrdinaryDividend |
May 27, 2014 | $0.038 | OrdinaryDividend |
Apr 25, 2014 | $0.015 | OrdinaryDividend |
Mar 25, 2014 | $0.026 | OrdinaryDividend |
Feb 25, 2014 | $0.076 | OrdinaryDividend |
Jan 27, 2014 | $0.017 | OrdinaryDividend |
Dec 20, 2013 | $0.044 | OrdinaryDividend |
Nov 25, 2013 | $0.028 | OrdinaryDividend |
Oct 25, 2013 | $0.012 | OrdinaryDividend |
Sep 25, 2013 | $0.031 | OrdinaryDividend |
Aug 26, 2013 | $0.020 | OrdinaryDividend |
Jul 25, 2013 | $0.017 | OrdinaryDividend |
Jun 25, 2013 | $0.031 | OrdinaryDividend |
May 28, 2013 | $0.032 | OrdinaryDividend |
Apr 25, 2013 | $0.013 | OrdinaryDividend |
Mar 25, 2013 | $0.030 | OrdinaryDividend |
Feb 25, 2013 | $0.032 | OrdinaryDividend |
Jan 25, 2013 | $0.015 | OrdinaryDividend |
Dec 20, 2012 | $0.070 | OrdinaryDividend |
Nov 26, 2012 | $0.035 | OrdinaryDividend |
Oct 25, 2012 | $0.014 | OrdinaryDividend |
Sep 25, 2012 | $0.044 | OrdinaryDividend |
Aug 27, 2012 | $0.202 | OrdinaryDividend |
Jul 25, 2012 | $0.018 | OrdinaryDividend |
Jun 25, 2012 | $0.036 | OrdinaryDividend |
May 25, 2012 | $0.032 | OrdinaryDividend |
Apr 25, 2012 | $0.017 | OrdinaryDividend |
Mar 26, 2012 | $0.033 | OrdinaryDividend |
Feb 27, 2012 | $0.027 | OrdinaryDividend |
Jan 25, 2012 | $0.017 | OrdinaryDividend |
Dec 22, 2011 | $0.050 | OrdinaryDividend |
Nov 25, 2011 | $0.028 | OrdinaryDividend |
Oct 25, 2011 | $0.019 | OrdinaryDividend |
Sep 26, 2011 | $0.036 | OrdinaryDividend |
Aug 25, 2011 | $0.022 | OrdinaryDividend |
Jul 25, 2011 | $0.021 | OrdinaryDividend |
Jun 27, 2011 | $0.043 | OrdinaryDividend |
May 25, 2011 | $0.029 | OrdinaryDividend |
Apr 25, 2011 | $0.018 | OrdinaryDividend |
Mar 25, 2011 | $0.031 | OrdinaryDividend |
Feb 25, 2011 | $0.031 | OrdinaryDividend |
Jan 25, 2011 | $0.019 | OrdinaryDividend |
Dec 27, 2010 | $0.058 | OrdinaryDividend |
Nov 26, 2010 | $0.024 | OrdinaryDividend |
Oct 25, 2010 | $0.016 | OrdinaryDividend |
Sep 27, 2010 | $0.025 | OrdinaryDividend |
Aug 25, 2010 | $0.020 | OrdinaryDividend |
Jul 26, 2010 | $0.015 | OrdinaryDividend |
Jun 25, 2010 | $0.021 | OrdinaryDividend |
May 25, 2010 | $0.029 | OrdinaryDividend |
Apr 26, 2010 | $0.015 | OrdinaryDividend |
Mar 25, 2010 | $0.019 | OrdinaryDividend |
Feb 25, 2010 | $0.023 | OrdinaryDividend |
Jan 25, 2010 | $0.012 | OrdinaryDividend |
Dec 28, 2009 | $0.035 | OrdinaryDividend |
Nov 25, 2009 | $0.025 | OrdinaryDividend |
Oct 26, 2009 | $0.015 | OrdinaryDividend |
Sep 25, 2009 | $0.020 | OrdinaryDividend |
Aug 25, 2009 | $0.021 | OrdinaryDividend |
Jul 27, 2009 | $0.016 | OrdinaryDividend |
Jun 25, 2009 | $0.020 | OrdinaryDividend |
May 26, 2009 | $0.025 | OrdinaryDividend |
Apr 27, 2009 | $0.019 | OrdinaryDividend |
Mar 25, 2009 | $0.020 | OrdinaryDividend |
Feb 25, 2009 | $0.030 | OrdinaryDividend |
Jan 26, 2009 | $0.018 | OrdinaryDividend |
Dec 26, 2008 | $0.034 | OrdinaryDividend |
Nov 25, 2008 | $0.031 | OrdinaryDividend |
Oct 27, 2008 | $0.020 | OrdinaryDividend |
Sep 25, 2008 | $0.025 | OrdinaryDividend |
Aug 25, 2008 | $0.027 | OrdinaryDividend |
Jul 25, 2008 | $0.022 | OrdinaryDividend |
Jun 25, 2008 | $0.026 | OrdinaryDividend |
May 27, 2008 | $0.031 | OrdinaryDividend |
Apr 25, 2008 | $0.023 | OrdinaryDividend |
Mar 25, 2008 | $0.027 | OrdinaryDividend |
Feb 25, 2008 | $0.027 | OrdinaryDividend |
Jan 25, 2008 | $0.018 | OrdinaryDividend |
Dec 26, 2007 | $0.346 | CapitalGainLongTerm |
Dec 26, 2007 | $0.037 | OrdinaryDividend |
Nov 26, 2007 | $0.028 | OrdinaryDividend |
Oct 25, 2007 | $0.019 | OrdinaryDividend |
Sep 25, 2007 | $0.024 | OrdinaryDividend |
Aug 27, 2007 | $0.030 | OrdinaryDividend |
Jul 25, 2007 | $0.016 | OrdinaryDividend |
Jun 25, 2007 | $0.022 | OrdinaryDividend |
May 25, 2007 | $0.036 | OrdinaryDividend |
Apr 25, 2007 | $0.024 | OrdinaryDividend |
Mar 26, 2007 | $0.023 | OrdinaryDividend |
Feb 26, 2007 | $0.024 | OrdinaryDividend |
Jan 25, 2007 | $0.024 | OrdinaryDividend |
Dec 26, 2006 | $0.000 | CapitalGainShortTerm |
Dec 26, 2006 | $0.200 | CapitalGainLongTerm |
Dec 26, 2006 | $0.023 | OrdinaryDividend |
Nov 27, 2006 | $0.024 | OrdinaryDividend |
Oct 25, 2006 | $0.022 | OrdinaryDividend |
Sep 25, 2006 | $0.023 | OrdinaryDividend |
Aug 25, 2006 | $0.022 | OrdinaryDividend |
Jul 25, 2006 | $0.023 | OrdinaryDividend |
Jun 26, 2006 | $0.023 | OrdinaryDividend |
May 25, 2006 | $0.023 | OrdinaryDividend |
Apr 25, 2006 | $0.022 | OrdinaryDividend |
Mar 27, 2006 | $0.022 | OrdinaryDividend |
Feb 27, 2006 | $0.022 | OrdinaryDividend |
Jan 25, 2006 | $0.022 | OrdinaryDividend |
Dec 27, 2005 | $0.022 | OrdinaryDividend |
Nov 25, 2005 | $0.022 | OrdinaryDividend |
Oct 25, 2005 | $0.025 | OrdinaryDividend |
Sep 26, 2005 | $0.025 | OrdinaryDividend |
Aug 25, 2005 | $0.025 | OrdinaryDividend |
Jul 25, 2005 | $0.024 | OrdinaryDividend |
Jun 27, 2005 | $0.024 | OrdinaryDividend |
May 25, 2005 | $0.023 | OrdinaryDividend |
Apr 25, 2005 | $0.023 | OrdinaryDividend |
Mar 28, 2005 | $0.023 | OrdinaryDividend |
Feb 25, 2005 | $0.023 | OrdinaryDividend |
Jan 25, 2005 | $0.023 | OrdinaryDividend |
Dec 27, 2004 | $0.023 | OrdinaryDividend |
Nov 26, 2004 | $0.023 | OrdinaryDividend |
Oct 25, 2004 | $0.023 | OrdinaryDividend |
Sep 27, 2004 | $0.024 | OrdinaryDividend |
Aug 25, 2004 | $0.023 | OrdinaryDividend |
Jul 26, 2004 | $0.023 | OrdinaryDividend |
Jun 25, 2004 | $0.024 | OrdinaryDividend |
May 25, 2004 | $0.023 | OrdinaryDividend |
Apr 26, 2004 | $0.024 | OrdinaryDividend |
Mar 25, 2004 | $0.023 | OrdinaryDividend |
Feb 25, 2004 | $0.024 | OrdinaryDividend |
Jan 26, 2004 | $0.024 | OrdinaryDividend |
Dec 26, 2003 | $0.024 | OrdinaryDividend |
Nov 25, 2003 | $0.026 | OrdinaryDividend |
Oct 27, 2003 | $0.026 | OrdinaryDividend |
Start Date
Tenure
Tenure Rank
Sep 26, 2003
18.69
18.7%
R.J. Gallo, Senior Portfolio Manager and Head of the Municipal Bond Investment Group, has been the Fund's Portfolio Manager since April of 2010. Mr. Gallo joined Federated in 2000 as an Investment Analyst. He became a Senior Vice President of the Fund's Adviser in 2011. From 2005 to 2010 Mr. Gallo served as Vice President and from January 2002 through 2004 and as an Assistant Vice President of the Fund's Adviser. He has been a Portfolio Manager since December 2002. From 1996 to 2000, Mr. Gallo was a Financial Analyst and Trader at the Federal Reserve Bank of New York. Mr. Gallo has received the Chartered Financial Analyst designation and a Master's in Public Affairs with a concentration in Economics and Public Policy from Princeton University.
Start Date
Tenure
Tenure Rank
Nov 30, 2009
12.51
12.5%
Ms. Bakhshian joined Federated in 2007 and has worked in investment management since 2002. Previously, she served as an equity research analyst with the Principal Financial Group from September 2002 to October 2007. Ms. Bakhshian has earned the Chartered Accountant designation and received her B.B. from the University of New England (Australia).
Start Date
Tenure
Tenure Rank
Dec 31, 2013
8.42
8.4%
Ms. Ferentino joined Federated in November 1995 as a financial analyst and has worked in investment management since 2000. Ms. Ferentino has received the Chartered Financial Analyst designation. She received her B.S. from the University of Dayton and M.B.A. from the University of Pittsburgh.
Start Date
Tenure
Tenure Rank
Dec 31, 2020
1.41
1.4%
Michael Jura, Vice President, Portfolio Manager, Investment Analyst. Responsible for portfolio management and research in the global equity area. Previous associations: Associate Portfolio Manager/Investment Analyst, Equity Income, Federated Hermes; Associate Portfolio Manager, Fixed Income Managed Accounts, Federated Hermes; Global Market Applications Manager, Operations Strategy Senior Project Manager, Foreign Exchange Project Manager, The Bank of New York Mellon Corporation. B.S., Carnegie Mellon University; M.B.A., Tepper School of Business, Carnegie Mellon University. Joined Federated Hermes 2012
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.09 | 28.73 | 6.37 | 2.41 |
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