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Federated Hermes Capital Income A CAPAX

Analyst rating as of
NAV / 1-Day Return
9.06  /  0.11 %
Total Assets
1.0 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
23.81 years
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
TTM Yield

Morningstar’s Analysis

Will CAPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Federated Hermes Capital Income Adds New Manager; Rating Unchanged

Senior Analyst

Analyst Note

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In Federated Hermes Capital Income's latest prospectus, dated Jan. 31, 2021, Michael Jura was added as a listed portfolio manager. He has been a member of the equity team since September 2014 and has nine years of investment experience. He effectively became second in command on the equity side when long-standing manager John Nichol left the firm unexpectedly in November 2019. The lead equity manager will continue to be Linda Bakhshian, who has been a listed manager since November 2009. The group has had some turnover and merged with another investment team in 2020. We are maintaining our Below Average People Pillar rating and Morningstar Analyst Rating of Neutral for the cheaper share classes, and Negative for the remaining share classes.

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