Advisors Capital Tactical Fund Quote
| ACTIX Fund | USD 9.60 0.01 0.10% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Advisors Capital is trading at 9.60 as of the 25th of November 2024; that is 0.1 percent decrease since the beginning of the trading day. The fund's open price was 9.61. Advisors Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Advisors Capital Tactical are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 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 fixed-income securities. Fixed income securities are selected without restriction as to maturity, credit quality , currency, issuer country or capitalization. However, preferred stocks are limited to 30 percent of the funds portfolio.. More on Advisors Capital Tactical
Moving together with Advisors Mutual Fund
Moving against Advisors Mutual Fund
Advisors Mutual Fund Highlights
| Fund Concentration | Advisors Capital Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Advisors Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | March |
Advisors Capital Tactical [ACTIX] 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 Multisector Bond category and is part of Advisors Capital family. Advisors Capital Tactical presently has accumulated 67.17 M in assets under management (AUM) with minimum initial investment of 2.5 K. with the current yeild of 0.02%, while the total return for the last 3 years was 16.04%.
Check Advisors Capital Probability Of Bankruptcy
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 Tactical 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 Tactical Mutual Fund Constituents
| CVS | CVS Health Corp | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| USIG | iShares Broad USD | Etf | Corporate Bond | |
| SPIB | SPDR Barclays Intermediate | Etf | Corporate Bond | |
| SHYG | iShares 0 5 Year | Etf | High Yield Bond | |
| PGX | Invesco Preferred ETF | Etf | Preferred Stock |
Advisors Capital Tactical Risk Profiles
| Mean Deviation | 0.2012 | |||
| Standard Deviation | 0.2619 | |||
| Variance | 0.0686 | |||
| Risk Adjusted Performance | (0.05) |
Advisors Capital Against Markets
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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