CAPSX Mutual Fund

NAV$9.86

AUM$138M

TER0.65%

Holdings301

CAPSX Mutual Fund

NAV$9.86

Federated Hermes Capital Income Fund Institutional Class

AUM$138M

TER0.65%

Holdings301

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare CAPSX 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 CAPSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CAPSX Mutual Fund Overlap Analysis

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

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

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