ACATX Mutual Fund
ACATX Mutual Fund
ACATX Mutual Fund
RBC BlueBay Access Capital Community Investment Fund Class IS
ACATX Mutual Fund Overview
ACATX Mutual Fund (RBC BlueBay Access Capital Community Investment Fund Class IS) is managed by RBC Global Asset Management (US) with $53.2M in net assets. ACATX expense ratio is 0.40%, holding 956 positions across sectors including Financials. Inception date: 2019-03-12.
ACATX performance shows a YTD return of -0.13%. The 1-year return is 2.97% and the 5-year return is 0.39%. ACATX dividend yield stands at 4.20%, paid monthly.
ACATX top holdings include US Government Money Market Fund (8.3%), Umbs Tba 30Yr 2% Jul 20 (7.6%), Fannie Mae Or Freddie Mac Fncl 2.5 7/24 (4.5%), Pimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf 3.5% 13/07/2056 (1.9%), Fncl 3 3 07/13/2023 (1.4%). Go to all ACATX holdings, ACATX sectors, or ACATX dividends.
ACATX can be compared against other funds. Use ACATX overlap to find shared positions, or ACATX vs another fund for a side-by-side view. ACATX alternatives are available via the screener, along with tax-loss harvesting opportunities.