Federated Capital Income Fund (A) CAPAX
|Share Classes||Product Type||Asset Class||Category|
|B C F IS R||Mutual Fund||Balanced/Hybrid||Conservative Allocation|
Reasons to Own
A Strategic Mix of Dividend-Paying Stocks and Income-Producing Bonds
The combined equity and bond portfolio provides low correlation and may help cushion the portfolio’s volatility as well as offset the impact of inflation.
- The equity allocation is broadly diversified across sectors and market-leading value companies.
- The bond portfolio is diversified across high-yield, high-quality government and corporate as well as developed and emerging market sectors.
Pursues More Income with Less Risk
The portfolio seeks to generate relatively high current income while managing risk through diversification across asset classes, sectors and individual securities.
The fund focuses on dividend-producing stocks that have typically been less volatile than non-dividend paying companies. The fund’s investments in multiple bond sectors seek to avoid undue risk in the pursuit of higher yield.
Upside Participation, Lower Downside Risk
The fund’s unique combination of stocks and bonds seeks to:
- Lower downside risk during market declines,helping investors avoid substantial losses that diminish wealth and income.
- Enhance opportunity to capture the markets’upside potential.