Federated Capital Financials
| CAPRX Fund | USD 8.23 0.04 0.49% |
Federated |
Please note that past performance is not an indicator of the future performance of Federated Capital, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 World Growth, Income Stock, Tax Exempt, Growth Fund, and Tax Exempt. 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 Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Federated Hermes Income |
| Mutual Fund Family | Federated |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 341 7400 |
| Currency | USD - US Dollar |
You should never invest in Federated Capital Income without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Federated Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Federated Capital's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Federated Capital Key Financial Ratios
Generally speaking, Federated Capital's financial ratios allow both analysts and investors to convert raw data from Federated Capital's financial statements into concise, actionable information that can be used to evaluate the performance of Federated Capital over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Federated Capital reports annually and quarterly.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 is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Federated Capital Income is roughly 7.58 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Federated Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Federated Capital's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Federated Capital 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 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 April 29, 2024 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 | 0.4795 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 1.84 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.609 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Federated Capital Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.