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.
- NAV / 1-Day Return 7.90 / 0.64 %
- Total Assets 775.0 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis CAPCX
Will CAPCX outperform in future?
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