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Federated Muni & Stock Advantage Fund;A

Ranked 4 out of 73 in Mixed-Asset Target Alloc Consv Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to provide tax-advantaged income with a secondary objective of capital appreciation, by investing at least 50% of its assets in municipal bonds and up to 50% in stocks; at least 80% of the Fund's assets will be invested in municipal bonds and equity securities at all times.

sector performance

Mixed-Asset Target Alloc Consv Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% 0.5%
2017 11.1% 2.6% 1.1% 3.1% 3.9%
2016 6.2% 2.3% 3.0% 0.3% 0.5%
2015 -1.0% 0.1% -1.9% -1.8% 2.8%
2014 7.0% 3.0% 5.0% -0.4% -0.6%
2013 8.8% 4.4% -1.3% 1.8% 3.7%
2012 9.1% 2.6% 2.9% 3.2% 0.1%
2011 11.7% 2.6% 3.3% -1.3% 6.8%
2010 4.6% 2.8% -3.8% 6.4% -0.5%
2009 14.6% -1.8% 5.3% 10.0% 0.7%
2008 -16.5% -3.7% -0.6% -4.5% -8.6%
2007 0.9% 0.4% 1.6% 0.3% -1.4%
2006 12.2% 2.4% 0.5% 5.3% 3.6%
2005 5.4% 0.0% 2.8% 1.4% 1.2%
2004 9.1% 1.8% -1.4% 2.9% 5.7%
2003 6.2%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/09/2003
  • Share Class size635Mn
  • Base currencyUSD
  • ISINUS31420C8376

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment100

Charges

  • Annual management0.58%
  • Initial investment5.5