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Federated Hermes Capital Income IS CAPSX Fund Analysis

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

Morningstar’s Analysis CAPSX

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

  • People Pillar

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

High income with unsteady performance.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Despite efforts to stabilize its team, Federated Hermes Capital Income is challenged by the departure of former lead portfolio manager Linda Bakhshian. Meanwhile, the portfolio continues to invest in riskier areas to maintain high income goals.

by Vedran Beogradlija
Rated on Published on

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