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Federated Hermes Capital Income F (CAPFX)

8.72 +0.06 (+0.69%)
At close: 8:01:39 PM EST
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DELL
  • Previous Close 8.66
  • YTD Return 12.36%
  • Expense Ratio 0.91%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -36.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 694.55M
  • Beta (5Y Monthly) 0.81
  • Yield 3.12%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.25
  • Inception Date Jun 25, 2013

The fund pursues its investment objectives by investing primarily in both equity and fixed-income securities that have relatively high current income potential. The fund's investment adviser or sub-adviser ("Adviser") divides the fund's portfolio between equity and fixed-income investments by first allocating an amount to fixed-income investments sufficient to achieve a minimum income consistent with the fund's strategy of emphasizing relatively high current income potential.

Federated

Fund Family

Allocation--30% to 50% Equity

Fund Category

694.55M

Net Assets

2013-06-25

Inception Date

Performance Overview: CAPFX

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Trailing returns as of 12/20/2024. Category is Allocation--30% to 50% Equity.

YTD Return

CAPFX
12.36%
Category
5.91%
 

1-Year Return

CAPFX
16.74%
Category
18.59%
 

3-Year Return

CAPFX
3.75%
Category
8.56%
 

5-Year Return

CAPFX
5.88%
Category
7.44%
 

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Holdings: CAPFX

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Sector Weightings

SectorCAPFX
Technology   20.42%
Healthcare   12.99%
Industrials   10.76%
Utilities   6.97%
Energy   5.55%
Real Estate   4.10%

Recent News: CAPFX

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Research Reports: CAPFX

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