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Federated Hermes Capital Income A CAPAX

Analyst rating as of
NAV / 1-Day Return
7.76  /  1.02 %
Total Assets
793.9 Mil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Fee Level
Below Average
Longest Manager Tenure
24.93 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.57%
Turnover
57%

Morningstar’s Fund Analysis CAPAX

Will CAPAX outperform in future?

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

An active equity sleeve with uneven performance.

Summary

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Federated Hermes Capital Income continues to face challenges following a period of team adjustments. Four share classes retain their Morningstar Analyst Ratings of Neutral, while the B and C shares stay at Negative.

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