ACSMX Mutual Fund

ACSMX Mutual Fund (Advisors Capital Small/MID Cap Fund) is managed by Advisors Capital with $137.8M in net assets. ACSMX expense ratio is 1.77%, holding 34 positions across sectors including Industrials, Financials, Materials. 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 Caseys General (6.4%), Rbc Bearings Inc (6.3%), Virtu Financial Inc Class A (4.7%), Coastal Financial Corp/Wa Common Stock (4.7%), Jones Lang Lasalle Inc. (4.4%). 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.