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Federated Intermediate Municipal Trust Institutional Shares – FIMTX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.210.00 (0.00%)10.01 - 10.340.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - FIMTX

The investment seeks to provide current income exempt from federal regular income tax. The fund pursues its objective by investing its assets so that, normally distributions of annual interest income are exempt from federal regular income tax. At least 75% of its portfolio securities will be investment grade or of comparable quality. The fund's Adviser expects that, normally, up to 15% of the fund's total assets may be invested in securities rated below investment grade. The fund's average weighted maturity is not less than three nor more than ten years.

Growth of $10,000 (10 Years)

Total Return4.94%
Yield (Trailing 12 Mo.)2.37%
Expense Ratio0.98%
Front LoadNone
Deferred LoadNone
Minimum Investment$1,000,000
Management Tenure20 Years
Fund Inception12/26/1985

Trailing Total Returns - FIMTX

as of 02/28/2015
TimeframeFIMTXS&P 500Muni National Interm
1 Month-0.99%5.75%-0.90%
3 Month1.21%2.31%0.89%
1 Year4.81%15.51%4.69%
3 Year2.84%18.00%2.79%
5 Year4.15%16.18%4.11%
10 Year3.54%7.99%3.84%
Since Inception4.94%10.71%--

Sector Allocation - FIMTX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - FIMTX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$106.52M
Total Stock Holdings0
Total Bond Holdings98

Bond Credit Quality - FIMTX

as of 02/28/2015
Below B0.00%
Not Rated0.00%

Top Ten Holdings - FIMTX

as of 02/28/2015
CompanyYTD Return% of Assets
5 Year US Treasury Note Future Mar15--4.96%
Michigan St Trunk Line Ref Bds 5%--2.50%
Wisconsin St Health & Edl Facs Ref Bd 5%--2.47%
Missouri Jt Mun Elec Util Comm Ref Bd 5%--2.44%
Whiting Ind Environmental Facs Rev Bd 5%--2.18%
Murray City Utah Hosp Rev Var Rev B--2.09%
Louisville & Jefferson Cnty Ky Rev Bd 5%--1.99%
California St Univ Rev Systemwid 5%--1.90%
Washington St Var Purp 5%--1.88%
Allegheny Cnty Pa Hosp Dev Aut Rev Bd 5%--1.84%

Valuation & Growth - FIMTX

as of 02/28/2015
ValuationFIMTXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - FIMTX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - FIMTX, 3 Year Avg

Pretax Return2.84%
Tax-adjusted Return2.56%
Tax Cost Ratio0.27%
Potential Cap Gains3.80%

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