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Federated Hermes Capital Income F CAPFX

Analyst rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 7.97  /  0.50 %
  • Total Assets 782.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.910%
  • Distribution Fee Level
  • Share Class Type
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 3.69%
  • Turnover 81%

Morningstar’s Analysis CAPFX

Will CAPFX outperform in future?

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

An active equity sleeve with uneven performance.



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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