Federated Capital Income Fund Quote
| CAPAX Fund | USD 8.81 0.02 0.23% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Federated Capital is trading at 8.81 as of the 18th of January 2025; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 8.79. Federated Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
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.. More on Federated Capital Income
Moving together with Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Federated (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | November |
Federated Capital Income [CAPAX] is traded in USA and was established 18th of January 2025. Federated Capital is listed under Federated category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Federated family. This fund currently has accumulated 723.51 M in assets under management (AUM) with no minimum investment requirementsFederated Capital Income is currently producing year-to-date (YTD) return of 0.69% with the current yeild of 0.03%, while the total return for the last 3 years was 2.16%.
Check Federated Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Capital Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Capital Income Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| C | Citigroup | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BAC | Bank of America | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services |
Federated Capital Income Risk Profiles
| Mean Deviation | 0.2917 | |||
| Semi Deviation | 0.3994 | |||
| Standard Deviation | 0.4012 | |||
| Variance | 0.1609 |
Federated Capital Against Markets
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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