Federated Capital Income Fund (F) CAPFX

As of 10-31-2015


  • Pursues current income and long-term growth of income.
  • Seeks to provide high current monthly income relative to the broad market through a diversified portfolio of income producing stocks and bonds.
  • Invests in high dividend-paying and growing stocks of market-leading companies across all market sectors.
  • Invests in a strategic mix of bond sectors: U.S. high-yield, U.S. high-quality (government and corporate) and international (emerging and developed).
  • Balances income opportunities and risk across markets and sectors through active management.

Key Investment Team


Symbol   CAPFX
Fund Number(s)   374
Newspaper Listing   CapIncF
CUSIP   31420C845
Benchmark   40% Dow Jones U.S. Select Dividend Index/20% Barclays U.S. Corporate High Yield 2% Issuer Capped Index/20% Barclays Emerging Market USD Aggregate Index/20% Barclays Mortgage-Backed Securities Index
Performance Inception Date   06-01-1996
Fiscal Year-End   11-30

Morningstar Ratings™

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    Funds in Category
Overall 725
3 Year 725
5 Year 567
10 Year 345
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

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Category Conservative Allocation