ACALX Mutual Fund

ACALX Mutual Fund (Advisors Capital Active All Cap Fund) is managed by Advisors Capital with $341.5M in net assets. ACALX expense ratio is 1.81%, holding 6 positions across sectors including Financials. Inception date: 2022-11-09.

ACALX performance shows a YTD return of 8.95%. The 1-year return is 17.30%. ACALX dividend yield stands at 0.23%, paid annually.

ACALX top holdings include Ishares Core S&p 500 ETF (39.6%), Vanguard Growth Etf (19.7%), Vanguard Value ETF (17.3%), Spdr Total Stock Market Portfolio Etf (16.7%), Ishares Core S&P Mid-cap ETF (5.0%). Go to all ACALX holdings, ACALX sectors, or ACALX dividends.

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