Advisors Capital Tactical Fund Quote
| ACTIX Fund | USD 9.55 0.01 0.10% |
PerformanceGood
| Odds Of DistressLow
|
Advisors Capital is trading at 9.55 as of the 20th of July 2025; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.54. 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. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. 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
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 June 2025 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | March |
Advisors Capital Tactical [ACTIX] is traded in USA and was established 20th of July 2025. 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 0.03%, 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 | 0.2141 | |||
| Semi Deviation | 0.1162 | |||
| Standard Deviation | 0.2789 | |||
| Variance | 0.0778 |
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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