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FMUIX Federated Muni and Stock Advantage Instl

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Fund FMUIX Federated Muni and Stock Advantage Instl
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Annual Fees
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.39% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 8.84%
3 YR 5.36%
5 YR 7.51%
10 YR 4.65%
The investment seeks to provide tax-advantaged income with a secondary objective of capital appreciation. The fund invests in a diversified portfolio that is allocated between tax-exempt securities and equity securities. In seeking to provide investors with a high level of tax advantaged income, it will invest at least 50% of its total assets in tax-exempt securities; under current federal tax law, this strategy will enable interest earned on tax-exempt securities to retain its tax-exempt nature when paid to the fund's shareholders as dividends.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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