CAPAX Mutual Fund

NAV$9.86

AUM$446M

TER0.90%

Holdings301

See how much of CAPAX you already own

Just $25 once·$99/mo·Download sample

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CAPAX Mutual Fund

NAV$9.86

Federated Hermes Capital Income Fund Class A

AUM$446M

TER0.90%

Holdings301

See how much of CAPAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.