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Federated Tax-Free Obligations Fund Wealth Shares – TBIXX Fund Overview

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

Market data as of 6:45PM 07/22/16. Quotes are delayed by at least 15 min.

Overview - TBIXX

The investment seeks to provide dividend income exempt from federal regular income tax consistent with stability of principal. The fund invests primarily in a portfolio of high-quality, tax-exempt securities. It will invest its assets so that distributions of annual interest income are exempt from federal regular income tax. The fund's investment Adviser also will invest its assets entirely in securities whose interest is not subject to (or not a specific preference item for purposes of) the federal alternative minimum tax for individuals and corporations (AMT), such that distributions of annual interest income also are exempt from the AMT.

Growth of $10,000 (10 Years)

Total Return2.20%
Yield (Trailing 12 Mo.)0.07%
Expense Ratio0.29%
Front LoadNone
Deferred LoadNone
Minimum Investment$500,000
Management Tenure10 Years
Fund Inception12/12/1989

Trailing Total Returns - TBIXX

as of 06/30/2016
TimeframeTBIXXS&P 500Money Market-Tax-Free
1 Month0.02%0.26%0.01%
3 Month0.06%2.46%0.02%
1 Year0.08%3.99%0.04%
3 Year0.04%11.66%0.02%
5 Year0.03%12.10%0.02%
10 Year0.84%7.42%0.69%
Since Inception2.20%10.45%--

Sector Allocation - TBIXX

as of 06/30/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - TBIXX

as of 06/30/2016
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$5.70B
Total Stock Holdings0
Total Bond Holdings325

Top Ten Holdings - TBIXX

as of 06/30/2016
CompanyYTD Return% of Assets
Posey Cnty Ind Econ Dev Re Rev Ref 0.35%--2.14%
Clipper Tax-Exempt Ctf Tr Ctfs 3.91%--1.81%
Pittsburgh & Allegheny Cnty Pa Var 0.58%--1.51%
Nuveen Divid Advantage Mun Inc Var 0.48%--1.42%
Nuveen Insd Tax-Free Advantage Var 0.52%--1.39%
St Lucie Cnty Fla Pollutn Ctl Rev 0.35%--1.38%
Orlando & Orange Cnty Expwy Au Eagle-200--1.34%
Alaska Hsg Fin Corp Hm Mtg R Var R 0.38%--1.28%
Nuveen Divid Advantage Mun Inc Var 0.11%--1.26%
Pittsburgh Pa Wtr & Swr Auth 0.46%--1.18%

Valuation & Growth - TBIXX

as of 06/30/2016
ValuationTBIXXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - TBIXX, 3 Year

Ratingvs Category
Key:  Lo 

Tax Analysis - TBIXX, 3 Year Avg

Pretax Return0.04%
Tax-adjusted Return0.02%
Tax Cost Ratio0.02%
Potential Cap Gains0.03%

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