Advisors Capital is trading at 11.55 as of the 25th of November 2024; that is 1.49 percent increase since the beginning of the trading day. The fund's open price was 11.38. Advisors Capital has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Advisors Capital Smallmid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of December 2023 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in the securities of small- capitalization and mid-capitalization companies. It invests primarily in companies located in the United States, but may invest in foreign issuers. More on Advisors Capital Smallmid
Advisors Capital Smallmid [ACSMX] is traded in USA and was established 25th of November 2024. Advisors Capital is listed under Advisors Capital category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Advisors Capital family. Advisors Capital Smallmid presently has accumulated 56.68 M in assets under management (AUM) with minimum initial investment of 2.5 K. , while the total return for the last 3 years was 21.43%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Advisors Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Advisors Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Advisors Capital Smallmid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Advisors Capital Smallmid Mutual Fund Constituents
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.