CAPCX Mutual Fund (Federated Hermes Capital Income Fund Class C) is managed by Federated Hermes with $16.2M in net assets. CAPCX expense ratio is 1.74%, holding 301 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1993-04-27.

CAPCX performance shows a YTD return of 4.80%. The 1-year return is 12.02% and the 5-year return is 4.28%. CAPCX dividend yield stands at 2.48%, paid monthly.

CAPCX top holdings include Federated Core Tr Mtg Core Portfolio (12.1%), Federated Core Tr Federated Bank Loan Core Fund (3.4%), Treasury Note (Otr) 3.38% Nov 30, 2027 3.38 2027-11-30 (3.0%), Treasury Bond (Otr) 4.5% Nov 15, 2054 (2.8%), Treasury Note (Otr) 4.25% Nov 15, 2034 (2.3%). View all CAPCX holdings, sector breakdown, or dividend history.

CAPCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.