Federated Capital Income A
5800 Corporate Drive Pittsburgh PA 15237-7000
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Phone: 800-341-7400
| Category: | Conservative Allocation | | Fund Family: | Federated | | Net Assets: | 286.25M | | Year-to-Date Return: | -4.28% | | Yield: | 4.63% | | Morningstar Rating: |  | | Fund Inception Date: | 27-May-88 |
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David P. Gilmore
Lead Manager since
27-May-88 | | | Gilmore joined Federated in August 1997 as an Investment Analyst. He became senior investment analyst in July 1999 and a vice president in July 2001, his employer since he joined as an investment analyst in August 1997. Prior to joining the firm, he was a senior associate with Coopers & Lybrand from January 1992 to May 1995. Gilmore holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income and long-term growth of income. Capital appreciation is a secondary objective. The fund invests in both equity and fixed income securities that have high relative income potential. Equity selection attempts to identify mature, mid to large-cap companies with high relative dividend yields that are likely to maintain and increase. Fixed-income investments are selected that offer high current yields. The fixed-income investments primarily are investment grade corporate debt, domestic non-investment grade debt and foreign fixed-income securities, including emerging market debt. |
| Last Dividend
(25-Aug-08):
| 0.03 | | Last Cap Gain
(24-May-00):
| 0.14 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 59.69% |
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| Expense | CAPAX | Category
Avg | | Total Expense Ratio: | 1.29%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.50%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$936 | $706 | | 5 Yr Expense Projection*: |
$1,219 | $1,090 | | 10 Yr Expense Projection*: |
$2,021 | $2,110 |
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