CPABX Rating, Research - Federated Capital Appreciation B

Federated Capital Appreciation B (cpabx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 257

Threats + Weaknesses = 155

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cpabx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Federated Capital Appreciation B (CPABX) Description: CPABX is a mutual fund, which is an investment that owns a basket of assets. The CPABX mutual fund was provided by Federated and this investment vehicle derives the majority of its value from equity holdings (stocks). Federateds mutual fund has a medium management tenure and is in the average fund size classification. CPABXs minimum initial investment amount is $1500 while the IRA minimum is $250. CPABXs expense ratio is roughly 2%. The latest CPABXs front end load was 0% and the back end load was 6%. The Federated Capital Appreciation B (CPABX) mutual fund falls under the large-cap mixed category. CPABX focuses its investments in USA and CPABX is not affiliated with a particular industry or fund sector. The Federated Capital Appreciation B (CPABX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CPABXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CPABXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return which exceeds that of the FTSE RAFI 1000 Index. The fund normally invests all of its assets in derivatives based on Enhanced RAFI 1000, an enhanced, performance recalibrated version of the index (??Enhanced RAFI 1000?), backed by a portfolio of short and intermediate maturity fixed-income instruments. It may invest in common stocks (see stock research), options, futures, options on futures and swaps, including derivatives based on the index. The fundses Enhanced RAFI 1000 derivatives in addition to or in place of Enhanced RAFI 1000 stocks (see stock research) to attempt to equal or exceed the performance of the index.

Management Analysis Update

Performance Analysis Update