ACASX Mutual Fund

ACASX Mutual Fund

NAV$7.62
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Fund Essentials - as of Mar 31, 2026

Net Assets
$8M
Expense Ratio
0.80%
Dividend Yield (Current)
3.44%
Holdings
956
Inception Date
Jan 29, 2009
Fund Family
RBC Global Asset Management (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.83%
1 Year+3.58%
3 Year+3.47%
5 Year-0.54%
10 Year+0.58%

Asset Allocation

Bonds: 97.20%
Cash: 2.82%
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Top Holdings

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TickerNameWeight
-Federal National Mortgage Association Fnma-30Yr6.07%
-Federal National Mortgage Association 04/15/20523.72%
TUGXXUS Government Money Market Fund3.11%
-Fannie Mae Pool 4.5 08/01/20521.45%
-Fn Cc1130 6 2055-09-011.35%
Top 10 Concentration: 21.22%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.44%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ACASX Mutual Fund Overview

ACASX Mutual Fund (RBC BlueBay Access Capital Community Investment Fund Class A) is managed by RBC Global Asset Management (US) with $7.9M in net assets. ACASX expense ratio is 0.80%, holding 956 positions across sectors including Financials. Inception date: 2009-01-29.

ACASX performance shows a YTD return of -0.83%. The 1-year return is 3.58% and the 5-year return is -0.54%. ACASX dividend yield stands at 3.44%, paid monthly.

ACASX top holdings include Federal National Mortgage Association Fnma-30Yr (6.1%), Federal National Mortgage Association 04/15/2052 (3.7%), US Government Money Market Fund (3.1%), Fannie Mae Pool 4.5 08/01/2052 (1.4%), Fn Cc1130 6 2055-09-01 (1.4%). Go to all ACASX holdings, ACASX sectors, or ACASX dividends.

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