CPACX Rating, Research - Federated Capital Appreciation C

Federated Capital Appreciation C (cpacx)

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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 = 259

Threats + Weaknesses = 155

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

Fund Management Team

Fund Description Update

Federated Capital Appreciation C (CPACX) Description: CPACX is a mutual fund, which is an investment that owns a basket of assets. The CPACX 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 small fund size classification. CPACXs minimum initial investment amount is $1500 while the IRA minimum is $250. CPACXs expense ratio is roughly 2%. The latest CPACXs front end load was 0% and the back end load was 1%. The Federated Capital Appreciation C (CPACX) mutual fund falls under the large-cap mixed category. CPACX focuses its investments in USA and CPACX is not affiliated with a particular industry or fund sector. The Federated Capital Appreciation C (CPACX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CPACXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CPACXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in the common stocks (see stock research) of domestic companies of any size, from larger, well-established companies to smaller companies. It normally invests at least 80% of net assets in equity securities (see equity research). It may invest up to 50% of net assets in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges. The fund may also invest up to 5% of net assets in fixed-income securities rated below investment grade.

Management Analysis Update

Performance Analysis Update