CAPSX Mutual Fund (Federated Hermes Capital Income Fund Institutional Class) is managed by Federated Hermes with $138.1M in net assets. CAPSX expense ratio is 0.65%, holding 301 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2012-03-30.

CAPSX performance shows a YTD return of 5.70%. The 1-year return is 13.23% and the 5-year return is 5.43%. CAPSX dividend yield stands at 3.52%, paid monthly.

CAPSX 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 CAPSX holdings, sector breakdown, or dividend history.

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