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Federated Hermes Capital Income C CAPCX

Analyst rating as of
NAV / 1-Day Return
8.98  /  0.22 %
Total Assets
1.0 Bil
Adj. Expense Ratio
1.740%
Expense Ratio
1.740%
Fee Level
Average
Longest Manager Tenure
24.04 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
2.49%
Turnover
80%
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Morningstar’s Analysis

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.

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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