CAPRX Mutual Fund

CAPRX Mutual Fund (Federated Hermes Capital Income Fund Class R) is managed by Federated Hermes with $2.5M in net assets. CAPRX expense ratio is 1.15%, holding 313 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2013-06-25.

CAPRX performance shows a YTD return of 5.03%. The 1-year return is 11.02% and the 5-year return is 5.02%. CAPRX dividend yield stands at 3.10%, paid monthly.

CAPRX top holdings include Federated Core Tr Mtg Core Portfolio (11.6%), Federated Core Tr Federated Bank Loan Core Fund (3.4%), Us Treasury N/B 03/28 3.875 (2.9%), Treasury Bond (Otr) 4.5% Nov 15, 2054 (2.6%), Us Treas Nts 4.25% 11/15/34 (2.2%). Go to all CAPRX holdings, CAPRX sectors, or CAPRX dividends.

CAPRX can be compared against other funds. Use CAPRX overlap to find shared positions, or CAPRX vs another fund for a side-by-side view. CAPRX alternatives are available via the screener, along with tax-loss harvesting opportunities.