CAPBX : Federated Capital Income Fund Class B Shares

CAPBX is a Allocation Market All-In-One with HIGH fees.

CAPBX

Federated Capital Income Fund Class B Shares

FI Score

33 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

33% FI Score
  • capbx
  • Mutual Fund
  • Allocation
  • All-In-One

Federated Capital Income Fund Class B Shares

Expenses: 1.71% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks current income and long-term growth of income; capital appreciation is a secondary objective. The fund pursues its investment objectives by investing in both equity and fixed-income securities that have relatively high current income potential. The fund's investment adviser or subadviser ("Adviser") divides the fund's 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 fund's strategy of emphasizing relatively high current income potential.

Largest Holdings

Amount Holding
18.65% High Yield Bond Portfolio
16.42% Federated Mortgage Core Portfolio
12.29% Federated Emerging Markets Core
4.75% 2 Year Treasury Note Future June 20
2.26% Microsoft Corp
1.71% Apple Inc
1.36% Amazon.com Inc
1.19% JPMorgan Chase & Co
1.09% Johnson & Johnson
1.07% AT&T Inc
0.97% Federated Bank Loan Core
0.97% Alphabet Inc A
0.95% Walmart Inc
0.93% UnitedHealth Group Inc
0.90% Comcast Corp Class A
0.79% Procter & Gamble Co
0.77% Verizon Communications Inc
0.74% NVIDIA Corp
0.71% Bank of America Corp
0.69% Equinix Inc
0.63% Fidelity National Information Services Inc
0.62% Pfizer Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo