Federated Capital Financials
| CAPAX Fund | USD 9.38 0.02 0.21% |
Federated |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Federated Capital Fund Summary
Federated Capital competes with Federated Emerging, Federated Mdt, Federated Mdt, Federated Global, and Federated Hermes. The fund pursues its investment objectives by investing primarily in both equity and fixed-income securities that have relatively high current income potential. The funds investment adviser or sub-adviser divides the funds portfolio between equity and fixed-income investments by first allocating an amount to fixed-income investments sufficient to achieve a minimum income consistent with the funds strategy of emphasizing relatively high current income potential.Specialization | Allocation--30% to 50% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US31420C8780 |
| Business Address | Federated Hermes Income |
| Mutual Fund Family | Federated |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 341 7400 |
| Currency | USD - US Dollar |
Federated Capital Key Financial Ratios
Federated Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Federated Capital's current stock value. Our valuation model uses many indicators to compare Federated Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Capital competition to find correlations between indicators driving Federated Capital's intrinsic value. More Info.Federated Capital Income is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Federated Capital Income is roughly 8.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated Capital's earnings, one of the primary drivers of an investment's value.Federated Capital Income Systematic Risk
Federated Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Federated Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Federated Capital Income correlated with the market. If Beta is less than 0 Federated Capital generally moves in the opposite direction as compared to the market. If Federated Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Federated Capital Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Federated Capital is generally in the same direction as the market. If Beta > 1 Federated Capital moves generally in the same direction as, but more than the movement of the benchmark.
Federated Capital January 6, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Federated Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Federated Capital Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Federated Capital Income based on widely used predictive technical indicators. In general, we focus on analyzing Federated Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Federated Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3974 | |||
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 1.41 | |||
| Value At Risk | (0.44) | |||
| Potential Upside | 0.5482 |
Other Information on Investing in Federated Mutual Fund
Federated Capital financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Capital security.
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