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Federated Hermes Muni And Stock Advantage Fund Institutional Shares (FMUIX)
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Federated Muni and Stock Advantage Instl
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- Overview
- Profile
- Historical Data
- Holdings
FMUIX Overview
On this page you'll find an in-depth profile of Federated Hermes Muni And Stock Advantage Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of FMUIX among other information.
Investment Strategy
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 relatively 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.
Contact Information
Address
4000 Ericsson Drive
Warrendale,PA 15086-7561
United States
Warrendale,PA 15086-7561
United States
Phone
+1 8003417400
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Stephen K. Gutch | Vice President | 2023 | Now |
| Biography | Stephen K. Gutch, CFA, is Senior Portfolio Manager for Federated Global Investment Management Corp. Mr. Gutch has been with Federated since 2008; has worked in investment management since 1995; and has managed investment portfolios since 2006. Previous associations: Director of Research and Portfolio Manager, Clover Capital Management; Managing Director for hedge fund, Continental Advisors, LLC; Portfolio Manager, Fulcrum Investment Group, LLC. Education: B.A., University of Rochester; M.B.A., William E. Simon Graduate School of Business Administration, also at the University of Rochester. | ||
| Steven Anthony Chiavarone | Senior Vice President, Senior Portfolio Manager, Equity Strategist | 2023 | Now |
| Biography | Steven Chiavarone, CFA, Senior Vice President, Senior Portfolio Manager, Equity Strategist, Head of Multi-Asset Solutions Team. Responsible for portfolio management and research on the Multi-Asset Solutions and Tactical Balanced Strategies Teams, as well as helping to formulate Federated Hermes’ views on the economy, the financial markets and the firm’s investment positioning strategies as a member of the Macro Economic Policy and PRISM Asset Allocation committees. Previous associations: Project Analyst, PWM Investments, U.S. Trust Co.; Project Manager, U.S. Trust Co. B.A., Drew University. Joined Federated Hermes 2007. | ||
| Michael Jura | Vice President, Portfolio Manager, & Senior Investment Analyst | 2020 | Now |
| Biography | Michael Jura, Vice President, Portfolio Manager, Senior Investment Analyst. Responsible for portfolio management and research on the Balanced Income/Value Team. 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. | ||
| Ann Ferentino | Portfolio Manager | 2013 | Now |
| Biography | 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. | ||
| Richard J. Gallo | Senior Vice President | 2003 | Now |
| Biography | 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. | ||
| Linda Bakhshian | SVP, Senior Portfolio Manager, & Head of Multi-Asset Group | 2009 | 2023 |
| Biography | 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). | ||
| John L. Nichol | Chief Investment Officer | 2003 | 2019 |
| Biography | A senior investment executive with 27+ years of success integrating fundamental analysis, quantitative research, technical, and derivative management strategies to meet portfolio management objective, risk, and performance goals. Prior to joining Fundamentum, John worked for Equity Bank Trust & Wealth Management, Federated Hermes, Inc., Public Employees Retirement System of Ohio, and the U.S. Department of Treasury – Office of Thrift Supervision. He has been in the investment industry since 1992, including 19 with Federated Hermes Inc. where he has been both a securities analyst, senior portfolio manager, and Growth & Income Group Head. He is a graduate of The Ohio State University with a Bachelor’s degree in Finance and Economics and received his MBA from The Ohio State University in 1992. John holds the Chartered Financial Analyst (CFA) designation. | ||
| David P. Gilmore | Vice President | 2006 | 2009 |
| Biography | David P. Gilmore, CFA is a Senior Research Analyst at Crawford Investment Counsel and has been with the firm since 2009. David is also a Principal of the firm. David is responsible for equity research in the Consumer and Utilities sectors and serves as a voting member the Equity Investment Team. David also serves as Director of Dividend Yield Strategy. Prior to joining Crawford Investment Counsel, David was a Portfolio Manager and Senior Equity Analyst at Federated Investors as well as a Senior Associate at Coopers & Lybrand LLC. | ||
| John W. Harris | Assistant Vice President | 2003 | 2007 |
| Biography | Harris is assistant vice president and portfolio manager with Federated Investors. He initially joined the firm in 1987 as an investment analyst. He served as an investment analyst and an assistant vice president from 1990 to 1992. After leaving the money management field to travel extensively, he rejoined the firm in 1997 as a senior investment analyst. Harris holds the Chartered Financial Analyst designation. | ||
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