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CAPCX Federated Hermes Capital Income C Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT).

Industry description

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 primarily in both equity and fixed-income securities that have relatively high current income potential. The fund's investment adviser or sub-adviser ("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.

Market Cap

The average market capitalization across the Federated Hermes Capital Income C MF is 1.74T. The market cap for tickers in the group ranges from 3.15T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MSFT at 3.15T.

Volume

The average weekly volume growth across all stocks in the Federated Hermes Capital Income C MF was -7%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 85
P/E Growth Rating: 54
Price Growth Rating: 19
SMR Rating: 21
Profit Risk Rating: 21
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Federated Hermes Income Securities Trust5800 Corporate DrivePittsburgh
Phone
N/A
Web
www.federatedinvestors.com
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CAPCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CAPCX has been closely correlated with HBLRX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAPCX jumps, then HBLRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAPCX
1D Price
Change %
CAPCX100%
-0.12%
HBLRX - CAPCX
91%
Closely correlated
+0.20%
HBLSX - CAPCX
91%
Closely correlated
+0.20%
BKMIX - CAPCX
87%
Closely correlated
N/A
HBLCX - CAPCX
82%
Closely correlated
+0.21%
HBLAX - CAPCX
81%
Closely correlated
+0.14%
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