Federated Hermes Municipal and Stock Advantage Fund (FMUAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FMUAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FMUAX
FMUAX charges 1.00% annually. There are 414 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FMUAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FMUAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FMUAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FMUAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FMUAX vs BWBIX |
Best Risk-Adjusted Alternatives to FMUAX
FMUAX has a PortfoliosLab risk / return rank of 91. There are 18 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FMUAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FMUAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FMUAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FMUAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FMUAX vs FSRRX |
Top Performing FMUAX Alternatives (YTD)
FMUAX is at 5.65% YTD. There are 317 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FMUAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FMUAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FMUAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FMUAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FMUAX vs BRUFX |
Lowest Volatility Alternatives to FMUAX
FMUAX has 6.38% 1-year volatility. There are 124 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FMUAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FMUAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FMUAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FMUAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FMUAX vs CSTAX |
Lowest Drawdown Alternatives to FMUAX
FMUAX has a 1-year max drawdown of -4.94%. There are 121 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FMUAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FMUAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FMUAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FMUAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FMUAX vs CSTAX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 94 | 15.85% | — | Mar 2005 | FMUAX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 16 | 2.55% | — | Sep 2005 | FMUAX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 54 | 4.61% | — | Sep 2008 | FMUAX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 53 | 8.33% | — | Oct 2002 | FMUAX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 14 | 8.01% | — | Feb 1986 | FMUAX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 74 | 0.96% | — | Dec 2008 | FMUAX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | -0.82% | — | Aug 1984 | FMUAX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 59 | 1.32% | — | Aug 1984 | FMUAX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 64 | 0.85% | — | Nov 2002 | FMUAX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.07% | — | Dec 1995 | FMUAX vs BEARX |
Often Compared With FMUAX
Investors most often compare FMUAX with PUDZX, VTV, FCSRX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FMUAX with Any Fund or Stock
Compare FMUAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FMUAX with funds that move differently
Federated Hermes Municipal and Stock Advantage Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FMUAX.
Explore FMUAX Diversifiers