CAPAX Mutual Fund

NAV$9.77

AUM$436M

TER0.90%

Holdings301

CAPAX Mutual Fund

NAV$9.77

Federated Hermes Capital Income Fund Class A

AUM$436M

TER0.90%

Holdings301

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Holdings Overlap Analysis

Compare CAPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CAPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CAPAX Mutual Fund Overlap Analysis

CAPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CAPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 301 holdings, CAPAX may share significant positions with broad-market funds.

CAPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CAPAX tax-loss harvesting finds highly correlated but non-identical funds.