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Federated Hermes Capital Income F CAPFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis CAPFX

Will CAPFX 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 CAPFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CAPFX 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 CAPFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Portfolio Manager of Federated Hermes Capital Income Departs; Ratings Unchanged

null Vedran Beogradlija

Vedran Beogradlija

Analyst Note

Federated Hermes announced that Linda Bakhshian departed the company on June 1, 2023, stepping down from her roles as head of the multi-asset group and portfolio manager. Bakhshian was listed as a portfolio manager on Federated Hermes Capital Income since Nov. 30, 2009. Michael Jura, who has been listed as a portfolio manager for the Capital Income fund since Jan. 31, 2021, stepped into the leading role. He was joined by newly listed portfolio managers Stephen Gutch and Steven Chiavarone.

by Vedran Beogradlija
Published on

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