CAPCX Mutual Fund

NAV$9.70

AUM$16M

TER1.74%

Holdings301

CAPCX Mutual Fund

NAV$9.70

Federated Hermes Capital Income Fund Class C

AUM$16M

TER1.74%

Holdings301

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

CAPCX Mutual Fund Overlap Analysis

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

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

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