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Federated New Jersey Municipal Cash Trust Wealth Shares – NJMXX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
1.000.00 (0.00%)1.00 - 1.000.0

Market data as of 12:00AM 02/05/16. Quotes are delayed by at least 15 min.

Overview - NJMXX

The investment seeks to provide current income exempt from federal regular income tax and New Jersey state income tax imposed upon non-corporate taxpayers consistent with stability of principal. The fund invests primarily in a portfolio of high-quality New Jersey tax-exempt securities maturing in 397 days or less. It will invest its assets so that, normally, distributions of annual interest income are exempt from federal regular income tax and New Jersey state income tax imposed upon non-corporate taxpayers. Interest from the fund's investments may be subject to the federal alternative minimum tax for individuals and corporations (AMT).

Growth of $10,000 (10 Years)

Total Return1.84%
Yield (Trailing 12 Mo.)0.01%
Expense Ratio0.65%
Front LoadNone
Deferred LoadNone
Minimum Investment$25,000
Management Tenure9 Years
Fund Inception12/13/1990

Trailing Total Returns - NJMXX

as of 01/31/2016
TimeframeNJMXXS&P 500Money Market-Tax-Free
1 Month0.00%-4.96%0.01%
3 Month0.02%-6.18%0.01%
1 Year0.03%-0.67%0.02%
3 Year0.02%11.30%0.02%
5 Year0.02%10.91%0.02%
10 Year0.84%6.48%0.82%
Since Inception1.84%10.33%--

Sector Allocation - NJMXX

as of 01/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - NJMXX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$154.43M
Total Stock Holdings0
Total Bond Holdings22

Top Ten Holdings - NJMXX

as of 01/31/2016
CompanyYTD Return% of Assets
Clipper Tax-Exempt Ctf Tr Ctfs 3.97%--17.21%
Garden St N J Preservation Tr Ctfs--7.19%
New Jersey St Hsg & Mtg Fin Ag Var 0.04%--5.95%
Deutsche Bk Spears/Lifers Tr V Ctfs--5.39%
Nuveen New Jersey Divid Advant Var 0.09%--5.39%
Rbc Mun Prods Inc Tr Var Sts Ctfs--4.20%
New Jersey Econ Dev Auth 0.6%--3.79%
Belmar N J Bans 1.25%--3.60%
Tender Opt Bd Tr Rcpts / Ctfs Ctfs--3.59%

Valuation & Growth - NJMXX

as of 01/31/2016
ValuationNJMXXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - NJMXX, 3 Year

Ratingvs Category
Key:  Lo 

Tax Analysis - NJMXX, 3 Year Avg

Pretax Return0.02%
Tax-adjusted Return0.01%
Tax Cost Ratio0.01%
Potential Cap Gains-0.01%

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