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Federated Hermes Capital Income B CAPBX

Analyst rating as of
NAV / 1-Day Return
7.87  /  1.33 %
Total Assets
835.4 Mil
Adj. Expense Ratio
1.750%
Expense Ratio
1.750%
Fee Level
Average
Longest Manager Tenure
24.48 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Closed
TTM Yield
2.59%
Turnover
57%

Morningstar’s Analysis

Will CAPBX outperform in future?

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

An active equity sleeve with uneven performance.

Senior Analyst

Summary

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Federated Hermes Capital Income continues to see changes to its equity team and portfolio. The cheapest four share classes remain at a Morningstar Analyst Rating of Neutral, with the remaining two share classes rated Negative.

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