Advisors Capital Financials
| ACUSX Fund | USD 12.83 0.13 1.02% |
Advisors |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Advisors Capital Fund Summary
Advisors Capital competes with Advisors Capital, Advisors Capital, Ivy Large, and Tiaa-cref Equity. Under normal circumstances, the fund invests at least 80 percent of its assets in dividend-paying common stock of U.S. companies. It invests in companies of any capitalization. The fund is typically structured with 30 to 50 stocks spread across seven to ten sectors. The Sub-Advisor expects the fund to have a better-than-market dividend yield with lower downside risk when compared to the SP 500 Index.Specialization | Large Blend, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Neiman Funds |
| Mutual Fund Family | Advisors Capital |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 247 3841 |
| Currency | USD - US Dollar |
Advisors Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Advisors Capital's current stock value. Our valuation model uses many indicators to compare Advisors Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advisors Capital competition to find correlations between indicators driving Advisors Capital's intrinsic value. More Info.Advisors Capital Dividend is rated below average in annual yield among similar funds. It is rated below average in net asset among similar funds making up about 385,438,560,000 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Advisors Capital's earnings, one of the primary drivers of an investment's value.Advisors Capital Dividend Systematic Risk
Advisors Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Advisors Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Advisors Capital Dividend correlated with the market. If Beta is less than 0 Advisors Capital generally moves in the opposite direction as compared to the market. If Advisors Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Advisors Capital Dividend is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Advisors Capital is generally in the same direction as the market. If Beta > 1 Advisors Capital moves generally in the same direction as, but more than the movement of the benchmark.
Advisors Capital January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Advisors Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Advisors Capital Dividend. We use our internally-developed statistical techniques to arrive at the intrinsic value of Advisors Capital Dividend based on widely used predictive technical indicators. In general, we focus on analyzing Advisors Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Advisors Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7728 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 4.98 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.06 |
Other Information on Investing in Advisors Mutual Fund
Advisors Capital financial ratios help investors to determine whether Advisors Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Advisors with respect to the benefits of owning Advisors Capital security.
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