Federated Hermes Muni and Stock Advantage Fund
Name
As of 10/07/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
8.4%
1 yr return
19.1%
3 Yr Avg Return
2.8%
5 Yr Avg Return
5.7%
Net Assets
$1.37 B
Holdings in Top 10
12.7%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.08%
SALES FEES
Front Load 1.00%
Deferred Load N/A
TRADING FEES
Turnover 48.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,500
IRA
$250
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 10/07/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FMUFX - Profile
Distributions
- YTD Total Return 8.4%
- 3 Yr Annualized Total Return 2.8%
- 5 Yr Annualized Total Return 5.7%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.18%
- Dividend Yield 1.9%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameFederated Hermes Muni and Stock Advantage Fund
-
Fund Family NameFederated Hermes Funds
-
Inception DateJun 04, 2007
-
Shares OutstandingN/A
-
Share ClassF
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerRichard Gallo
Fund Description
FMUFX - Performance
Return Ranking - Trailing
Period | FMUFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 8.4% | -2.9% | 16.2% | 54.78% |
1 Yr | 19.1% | 1.3% | 30.2% | 30.62% |
3 Yr | 2.8%* | -14.7% | 5.8% | 20.19% |
5 Yr | 5.7%* | -5.4% | 8.5% | 25.33% |
10 Yr | 4.7%* | -0.5% | 7.6% | 41.46% |
* Annualized
Return Ranking - Calendar
Period | FMUFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.9% | -1.0% | 27.4% | 41.97% |
2022 | -12.6% | -35.0% | -7.4% | 4.85% |
2021 | 5.4% | -11.5% | 14.6% | 16.17% |
2020 | 6.0% | -10.3% | 40.7% | 32.63% |
2019 | 10.6% | -9.5% | 22.1% | 43.90% |
Total Return Ranking - Trailing
Period | FMUFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 8.4% | -2.9% | 16.2% | 54.78% |
1 Yr | 19.1% | 1.3% | 30.2% | 30.62% |
3 Yr | 2.8%* | -14.7% | 5.8% | 20.19% |
5 Yr | 5.7%* | -5.4% | 8.5% | 25.33% |
10 Yr | 4.7%* | -0.5% | 7.6% | 41.46% |
* Annualized
Total Return Ranking - Calendar
Period | FMUFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 9.8% | 2.6% | 28.2% | 59.23% |
2022 | -10.7% | -35.0% | -3.1% | 27.43% |
2021 | 10.3% | -11.5% | 32.0% | 14.43% |
2020 | 8.5% | -5.4% | 40.7% | 56.58% |
2019 | 12.4% | 4.5% | 27.7% | 87.26% |
NAV & Total Return History
FMUFX - Holdings
Concentration Analysis
FMUFX | Category Low | Category High | FMUFX % Rank | |
---|---|---|---|---|
Net Assets | 1.37 B | 291 K | 50.8 B | 28.47% |
Number of Holdings | 413 | 2 | 4065 | 23.92% |
Net Assets in Top 10 | 177 M | 284 K | 10.3 B | 64.35% |
Weighting of Top 10 | 12.72% | 9.7% | 111.4% | 93.54% |
Top 10 Holdings
- Microsoft Corp 2.01%
- Apple Inc 1.99%
- Alphabet Inc 1.52%
- Puerto Rico Sales Tax Financing Corp Sales Tax Revenue 1.16%
- JPMorgan Chase Co 1.13%
- Amazon.com Inc 1.09%
- ELI LILLY CO 1.05%
- Broadcom Inc 0.98%
- Exxon Mobil Corp 0.97%
- New York City Transitional Finance Authority Future Tax Secured Revenue 0.81%
Asset Allocation
Weighting | Return Low | Return High | FMUFX % Rank | |
---|---|---|---|---|
Bonds | 57.05% | 0.00% | 79.74% | 10.53% |
Stocks | 43.47% | 0.00% | 100.08% | 71.53% |
Preferred Stocks | 0.00% | 0.00% | 21.95% | 36.12% |
Other | 0.00% | -0.45% | 61.72% | 47.85% |
Convertible Bonds | 0.00% | 0.00% | 71.77% | 98.55% |
Cash | 0.00% | -35.68% | 25.19% | 95.93% |
Stock Sector Breakdown
Weighting | Return Low | Return High | FMUFX % Rank | |
---|---|---|---|---|
Healthcare | 18.56% | 0.00% | 24.25% | 0.97% |
Financial Services | 15.25% | 0.00% | 83.50% | 41.36% |
Technology | 13.32% | 0.22% | 27.92% | 72.26% |
Energy | 9.15% | 0.00% | 62.93% | 10.46% |
Industrials | 8.90% | 0.14% | 17.90% | 76.89% |
Communication Services | 8.29% | 0.00% | 11.11% | 17.52% |
Consumer Cyclical | 8.13% | 0.00% | 14.20% | 64.23% |
Consumer Defense | 8.00% | 0.00% | 18.62% | 36.01% |
Utilities | 7.64% | 0.00% | 48.33% | 12.17% |
Basic Materials | 2.76% | 0.00% | 32.82% | 91.48% |
Real Estate | 0.00% | 0.00% | 43.16% | 99.76% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | FMUFX % Rank | |
---|---|---|---|---|
US | 42.79% | 0.00% | 100.08% | 65.79% |
Non US | 0.69% | 0.00% | 23.24% | 26.08% |
Bond Sector Breakdown
Weighting | Return Low | Return High | FMUFX % Rank | |
---|---|---|---|---|
Municipal | 99.31% | 0.00% | 99.85% | 1.69% |
Derivative | 0.00% | -0.45% | 61.72% | 33.25% |
Cash & Equivalents | 0.00% | 0.00% | 25.19% | 78.95% |
Securitized | 0.00% | 0.00% | 52.08% | 93.00% |
Corporate | 0.00% | 0.00% | 96.66% | 98.55% |
Government | 0.00% | 0.00% | 63.33% | 96.38% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | FMUFX % Rank | |
---|---|---|---|---|
US | 57.05% | 0.00% | 79.74% | 8.13% |
Non US | 0.00% | 0.00% | 7.66% | 37.56% |
FMUFX - Expenses
Operational Fees
FMUFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.08% | 0.06% | 21.26% | 37.08% |
Management Fee | 0.65% | 0.00% | 1.25% | 92.09% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.10% | 0.01% | 0.70% | 48.57% |
Sales Fees
FMUFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 1.00% | 1.00% | 5.75% | 98.53% |
Deferred Load | N/A | 1.00% | 5.00% | 61.29% |
Trading Fees
FMUFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.00% | 2.00% | N/A |
Related Fees
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.
FMUFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 48.00% | 2.00% | 380.00% | 68.67% |
FMUFX - Distributions
Dividend Yield Analysis
FMUFX | Category Low | Category High | FMUFX % Rank | |
---|---|---|---|---|
Dividend Yield | 1.86% | 0.00% | 7.99% | 76.79% |
Dividend Distribution Analysis
FMUFX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Monthly | Annual |
Net Income Ratio Analysis
FMUFX | Category Low | Category High | FMUFX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.18% | -1.22% | 6.83% | 32.04% |
Capital Gain Distribution Analysis
FMUFX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Semi-Monthly | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Sep 20, 2024 | $0.023 | OrdinaryDividend |
Aug 20, 2024 | $0.022 | OrdinaryDividend |
Jul 22, 2024 | $0.016 | OrdinaryDividend |
Apr 22, 2024 | $0.016 | OrdinaryDividend |
Mar 20, 2024 | $0.017 | OrdinaryDividend |
Feb 20, 2024 | $0.024 | OrdinaryDividend |
Jan 22, 2024 | $0.014 | OrdinaryDividend |
Dec 20, 2023 | $0.073 | OrdinaryDividend |
Nov 20, 2023 | $0.036 | OrdinaryDividend |
Oct 20, 2023 | $0.021 | OrdinaryDividend |
Sep 20, 2023 | $0.022 | OrdinaryDividend |
Aug 21, 2023 | $0.029 | OrdinaryDividend |
Jul 20, 2023 | $0.021 | OrdinaryDividend |
Jun 20, 2023 | $0.023 | OrdinaryDividend |
May 22, 2023 | $0.033 | OrdinaryDividend |
Apr 20, 2023 | $0.022 | OrdinaryDividend |
Mar 20, 2023 | $0.023 | OrdinaryDividend |
Feb 21, 2023 | $0.031 | OrdinaryDividend |
Jan 20, 2023 | $0.018 | OrdinaryDividend |
Dec 20, 2022 | $0.052 | OrdinaryDividend |
Nov 25, 2022 | $0.031 | OrdinaryDividend |
Oct 25, 2022 | $0.029 | OrdinaryDividend |
Sep 26, 2022 | $0.020 | OrdinaryDividend |
Aug 25, 2022 | $0.025 | OrdinaryDividend |
Jul 25, 2022 | $0.017 | OrdinaryDividend |
Jun 27, 2022 | $0.019 | OrdinaryDividend |
May 25, 2022 | $0.030 | OrdinaryDividend |
Apr 25, 2022 | $0.011 | OrdinaryDividend |
Mar 25, 2022 | $0.023 | OrdinaryDividend |
Feb 25, 2022 | $0.026 | OrdinaryDividend |
Dec 21, 2021 | $0.042 | OrdinaryDividend |
Dec 07, 2021 | $0.363 | CapitalGainLongTerm |
Nov 26, 2021 | $0.026 | OrdinaryDividend |
Oct 25, 2021 | $0.015 | OrdinaryDividend |
Sep 27, 2021 | $0.022 | OrdinaryDividend |
Aug 25, 2021 | $0.057 | OrdinaryDividend |
Jul 26, 2021 | $0.016 | OrdinaryDividend |
Jun 25, 2021 | $0.019 | OrdinaryDividend |
May 25, 2021 | $0.032 | OrdinaryDividend |
Apr 26, 2021 | $0.019 | OrdinaryDividend |
Mar 25, 2021 | $0.018 | OrdinaryDividend |
Feb 25, 2021 | $0.033 | OrdinaryDividend |
Jan 25, 2021 | $0.015 | OrdinaryDividend |
Dec 21, 2020 | $0.051 | OrdinaryDividend |
Nov 25, 2020 | $0.023 | OrdinaryDividend |
Oct 26, 2020 | $0.021 | OrdinaryDividend |
Sep 25, 2020 | $0.020 | OrdinaryDividend |
Aug 25, 2020 | $0.022 | OrdinaryDividend |
Jul 27, 2020 | $0.020 | OrdinaryDividend |
Jun 25, 2020 | $0.022 | OrdinaryDividend |
May 26, 2020 | $0.027 | OrdinaryDividend |
Apr 27, 2020 | $0.018 | OrdinaryDividend |
Mar 25, 2020 | $0.018 | OrdinaryDividend |
Feb 25, 2020 | $0.031 | OrdinaryDividend |
Jan 27, 2020 | $0.026 | OrdinaryDividend |
Dec 23, 2019 | $0.024 | OrdinaryDividend |
Nov 25, 2019 | $0.017 | OrdinaryDividend |
Oct 25, 2019 | $0.010 | OrdinaryDividend |
Sep 25, 2019 | $0.010 | OrdinaryDividend |
Aug 26, 2019 | $0.010 | OrdinaryDividend |
Jul 25, 2019 | $0.008 | OrdinaryDividend |
Jun 25, 2019 | $0.020 | OrdinaryDividend |
May 28, 2019 | $0.025 | OrdinaryDividend |
Apr 25, 2019 | $0.020 | OrdinaryDividend |
Mar 25, 2019 | $0.020 | OrdinaryDividend |
Feb 25, 2019 | $0.029 | OrdinaryDividend |
Jan 25, 2019 | $0.016 | OrdinaryDividend |
Dec 21, 2018 | $0.049 | OrdinaryDividend |
Dec 06, 2018 | $0.193 | CapitalGainShortTerm |
Dec 06, 2018 | $0.462 | CapitalGainLongTerm |
Nov 26, 2018 | $0.026 | OrdinaryDividend |
Oct 25, 2018 | $0.016 | OrdinaryDividend |
Sep 25, 2018 | $0.016 | OrdinaryDividend |
Aug 27, 2018 | $0.023 | OrdinaryDividend |
Jul 25, 2018 | $0.029 | OrdinaryDividend |
Jun 25, 2018 | $0.020 | OrdinaryDividend |
May 25, 2018 | $0.025 | OrdinaryDividend |
Apr 25, 2018 | $0.023 | OrdinaryDividend |
Mar 26, 2018 | $0.032 | OrdinaryDividend |
Feb 26, 2018 | $0.025 | OrdinaryDividend |
Jan 25, 2018 | $0.018 | OrdinaryDividend |
Dec 22, 2017 | $0.036 | OrdinaryDividend |
Nov 27, 2017 | $0.030 | OrdinaryDividend |
Oct 25, 2017 | $0.018 | OrdinaryDividend |
Sep 25, 2017 | $0.022 | OrdinaryDividend |
Aug 25, 2017 | $0.026 | OrdinaryDividend |
Jul 25, 2017 | $0.041 | OrdinaryDividend |
Jun 26, 2017 | $0.017 | OrdinaryDividend |
May 25, 2017 | $0.024 | OrdinaryDividend |
Apr 25, 2017 | $0.019 | OrdinaryDividend |
Mar 27, 2017 | $0.021 | OrdinaryDividend |
Feb 27, 2017 | $0.023 | OrdinaryDividend |
Jan 25, 2017 | $0.020 | OrdinaryDividend |
Dec 22, 2016 | $0.033 | OrdinaryDividend |
Nov 25, 2016 | $0.029 | OrdinaryDividend |
Oct 25, 2016 | $0.015 | OrdinaryDividend |
Sep 26, 2016 | $0.017 | OrdinaryDividend |
Aug 25, 2016 | $0.040 | OrdinaryDividend |
Jul 25, 2016 | $0.013 | OrdinaryDividend |
Jun 27, 2016 | $0.021 | OrdinaryDividend |
May 25, 2016 | $0.033 | OrdinaryDividend |
Apr 25, 2016 | $0.018 | OrdinaryDividend |
Mar 28, 2016 | $0.023 | OrdinaryDividend |
Feb 25, 2016 | $0.035 | OrdinaryDividend |
Jan 25, 2016 | $0.021 | OrdinaryDividend |
Dec 22, 2015 | $0.054 | OrdinaryDividend |
Nov 25, 2015 | $0.036 | OrdinaryDividend |
Oct 26, 2015 | $0.017 | OrdinaryDividend |
Sep 25, 2015 | $0.025 | OrdinaryDividend |
Sep 01, 2015 | $0.029 | OrdinaryDividend |
Jul 27, 2015 | $0.015 | OrdinaryDividend |
Jun 25, 2015 | $0.019 | OrdinaryDividend |
May 26, 2015 | $0.039 | OrdinaryDividend |
Apr 27, 2015 | $0.024 | OrdinaryDividend |
Mar 25, 2015 | $0.025 | OrdinaryDividend |
Feb 25, 2015 | $0.033 | OrdinaryDividend |
Jan 26, 2015 | $0.023 | OrdinaryDividend |
Dec 22, 2014 | $0.059 | OrdinaryDividend |
Nov 25, 2014 | $0.058 | OrdinaryDividend |
Oct 27, 2014 | $0.023 | OrdinaryDividend |
Sep 25, 2014 | $0.030 | OrdinaryDividend |
Aug 25, 2014 | $0.034 | OrdinaryDividend |
Jul 25, 2014 | $0.032 | OrdinaryDividend |
Jun 25, 2014 | $0.030 | OrdinaryDividend |
May 27, 2014 | $0.046 | OrdinaryDividend |
Apr 25, 2014 | $0.023 | OrdinaryDividend |
Mar 25, 2014 | $0.034 | OrdinaryDividend |
Feb 25, 2014 | $0.083 | OrdinaryDividend |
Jan 27, 2014 | $0.025 | OrdinaryDividend |
Dec 20, 2013 | $0.052 | OrdinaryDividend |
Nov 25, 2013 | $0.035 | OrdinaryDividend |
Oct 25, 2013 | $0.019 | OrdinaryDividend |
Sep 25, 2013 | $0.038 | OrdinaryDividend |
Aug 26, 2013 | $0.028 | OrdinaryDividend |
Jul 25, 2013 | $0.024 | OrdinaryDividend |
Jun 25, 2013 | $0.038 | OrdinaryDividend |
May 28, 2013 | $0.040 | OrdinaryDividend |
Apr 25, 2013 | $0.020 | OrdinaryDividend |
Mar 25, 2013 | $0.037 | OrdinaryDividend |
Feb 25, 2013 | $0.039 | OrdinaryDividend |
Jan 25, 2013 | $0.023 | OrdinaryDividend |
Dec 20, 2012 | $0.078 | OrdinaryDividend |
Nov 26, 2012 | $0.042 | OrdinaryDividend |
Oct 25, 2012 | $0.021 | OrdinaryDividend |
Sep 25, 2012 | $0.051 | OrdinaryDividend |
Aug 27, 2012 | $0.028 | OrdinaryDividend |
Jul 25, 2012 | $0.025 | OrdinaryDividend |
Jun 25, 2012 | $0.043 | OrdinaryDividend |
May 25, 2012 | $0.039 | OrdinaryDividend |
Apr 25, 2012 | $0.024 | OrdinaryDividend |
Mar 26, 2012 | $0.040 | OrdinaryDividend |
Feb 27, 2012 | $0.034 | OrdinaryDividend |
Jan 25, 2012 | $0.024 | OrdinaryDividend |
Dec 22, 2011 | $0.056 | OrdinaryDividend |
Nov 25, 2011 | $0.035 | OrdinaryDividend |
Oct 25, 2011 | $0.026 | OrdinaryDividend |
Sep 26, 2011 | $0.043 | OrdinaryDividend |
Aug 25, 2011 | $0.029 | OrdinaryDividend |
Jul 25, 2011 | $0.028 | OrdinaryDividend |
Jun 27, 2011 | $0.050 | OrdinaryDividend |
May 25, 2011 | $0.036 | OrdinaryDividend |
Apr 25, 2011 | $0.025 | OrdinaryDividend |
Mar 25, 2011 | $0.037 | OrdinaryDividend |
Feb 25, 2011 | $0.037 | OrdinaryDividend |
Jan 25, 2011 | $0.025 | OrdinaryDividend |
Dec 27, 2010 | $0.065 | OrdinaryDividend |
Nov 26, 2010 | $0.030 | OrdinaryDividend |
Oct 25, 2010 | $0.023 | OrdinaryDividend |
Sep 27, 2010 | $0.031 | OrdinaryDividend |
Aug 25, 2010 | $0.026 | OrdinaryDividend |
Jul 26, 2010 | $0.021 | OrdinaryDividend |
Jun 25, 2010 | $0.027 | OrdinaryDividend |
May 25, 2010 | $0.035 | OrdinaryDividend |
Apr 26, 2010 | $0.021 | OrdinaryDividend |
Mar 25, 2010 | $0.026 | OrdinaryDividend |
Feb 25, 2010 | $0.029 | OrdinaryDividend |
Jan 25, 2010 | $0.019 | OrdinaryDividend |
Dec 28, 2009 | $0.042 | OrdinaryDividend |
Nov 25, 2009 | $0.031 | OrdinaryDividend |
Oct 26, 2009 | $0.021 | OrdinaryDividend |
Sep 25, 2009 | $0.027 | OrdinaryDividend |
Aug 25, 2009 | $0.029 | OrdinaryDividend |
Jul 27, 2009 | $0.024 | OrdinaryDividend |
Jun 25, 2009 | $0.028 | OrdinaryDividend |
May 26, 2009 | $0.032 | OrdinaryDividend |
Apr 27, 2009 | $0.025 | OrdinaryDividend |
Mar 25, 2009 | $0.027 | OrdinaryDividend |
Feb 25, 2009 | $0.036 | OrdinaryDividend |
Jan 26, 2009 | $0.025 | OrdinaryDividend |
Dec 26, 2008 | $0.040 | OrdinaryDividend |
Nov 25, 2008 | $0.038 | OrdinaryDividend |
Oct 27, 2008 | $0.026 | OrdinaryDividend |
Sep 25, 2008 | $0.033 | OrdinaryDividend |
Aug 25, 2008 | $0.035 | OrdinaryDividend |
Jul 25, 2008 | $0.030 | OrdinaryDividend |
Jun 25, 2008 | $0.034 | OrdinaryDividend |
May 27, 2008 | $0.036 | OrdinaryDividend |
Apr 25, 2008 | $0.030 | OrdinaryDividend |
Mar 25, 2008 | $0.033 | OrdinaryDividend |
Feb 25, 2008 | $0.035 | OrdinaryDividend |
Jan 25, 2008 | $0.027 | OrdinaryDividend |
Dec 26, 2007 | $0.346 | CapitalGainLongTerm |
Dec 26, 2007 | $0.044 | OrdinaryDividend |
Nov 26, 2007 | $0.035 | OrdinaryDividend |
Oct 25, 2007 | $0.028 | OrdinaryDividend |
Sep 25, 2007 | $0.031 | OrdinaryDividend |
Aug 27, 2007 | $0.038 | OrdinaryDividend |
Jul 25, 2007 | $0.024 | OrdinaryDividend |
Jun 25, 2007 | $0.029 | OrdinaryDividend |
FMUFX - Fund Manager Analysis
Managers
Richard Gallo
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.
Linda Bakhshian
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).
Ann Ferentino
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.
Michael Jura
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
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.09 | 28.73 | 6.35 | 2.41 |