CAPAX Mutual Fund

NAV$9.67

AUM$438M

TER0.90%

Holdings313

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CAPAX Mutual Fund

NAV$9.67

Federated Hermes Capital Income Fund Class A

AUM$438M

TER0.90%

Holdings313

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

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See the full sector breakdown of CAPAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

CAPAX Mutual Fund Sector Allocation

CAPAX sector allocation breaks down across Information Technology (12.2%), Financials (10.0%), Industrials (4.9%), Health Care (4.0%), Communication Services (2.6%). Across 313 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

CAPAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

CAPAX by country shows geographic exposure. CAPAX overlap reveals how sector exposure compares with other funds.