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Federated Hermes Capital Income C CAPCX

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%

Morningstar’s Analysis CAPCX

Will CAPCX 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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