ACSMX Mutual Fund

ACSMX Mutual Fund (Advisors Capital Small/MID Cap Fund) is managed by Advisors Capital with $140.8M in net assets. ACSMX expense ratio is 1.77%, holding 34 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2021-02-01.

ACSMX performance shows a YTD return of 1.24%. The 1-year return is 1.06% and the 5-year return is 1.21%.

ACSMX top holdings include Rbc Bearings Inc (7.7%), Caseys General (7.6%), Guidewire Software Inc (5.3%), Coastal Financial Corp/Wa Common Stock (4.6%), Pjt Partners Inc (4.2%). Go to all ACSMX holdings, ACSMX sectors, or ACSMX dividends.

ACSMX can be compared against other funds. Use ACSMX overlap to find shared positions, or ACSMX vs another fund for a side-by-side view. ACSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.