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Morningstar

Federated Hermes Capital Income C CAPCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.90  /  0.64 %
  • Total Assets 775.0 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.740%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.80%
  • Turnover 81%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CAPCX

Will CAPCX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAPCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CAPCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CAPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An active equity sleeve with uneven performance.

Analyst

Summary

| by Vedran Beogradlija

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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