Advisors Capital Dividend Fund Quote

ACUSX Fund  USD 12.72  0.10  0.79%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Advisors Capital is trading at 12.72 as of the 14th of December 2024; that is 0.79 percent increase since the beginning of the trading day. The fund's open price was 12.62. Advisors Capital has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 14th of November 2024 and ending today, the 14th of December 2024. Click here to learn more.
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. More on Advisors Capital Dividend

Moving together with Advisors Mutual Fund

  0.96ACSMX Advisors Capital SmallmidPairCorr
  0.9VTSAX Vanguard Total StockPairCorr
  0.95VFIAX Vanguard 500 IndexPairCorr
  0.9VTSMX Vanguard Total StockPairCorr

Moving against Advisors Mutual Fund

  0.69BTMPX Ishares Msci EafePairCorr
  0.69BTMKX Blackrock InternationalPairCorr
  0.69MDIIX Blackrock Intern IndexPairCorr
  0.51ACTIX Advisors Capital TacticalPairCorr

Advisors Mutual Fund Highlights

Fund ConcentrationAdvisors Capital Funds, Large Value Funds, Large Blend Funds, Large Blend, Advisors Capital (View all Sectors)
Update Date31st of December 2024
Advisors Capital Dividend [ACUSX] is traded in USA and was established 14th of December 2024. Advisors Capital is listed under Advisors Capital category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Advisors Capital family. Advisors Capital Dividend presently has accumulated 154.18 M in assets under management (AUM) with minimum initial investment of 2.5 K. with the current yeild of 0.0%.
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 Dividend 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 Dividend Mutual Fund Constituents

AAPLApple IncStockInformation Technology
ACNAccenture plcStockInformation Technology
AVGOBroadcomStockInformation Technology
BLKBlackRockStockFinancials
HDHome DepotStockConsumer Discretionary
HONHoneywell InternationalStockIndustrials
JNJJohnson JohnsonStockHealth Care
LMTLockheed MartinStockIndustrials
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Advisors Capital Dividend Risk Profiles

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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