ACSMX Mutual Fund

ACSMX Mutual Fund (Advisors Capital Small/MID Cap Fund) is managed by Advisors Capital with $135.5M 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 0.18%. The 1-year return is 1.52% and the 5-year return is 1.59%.

ACSMX top holdings include Rbc Bearings Inc (7.7%), Casey's General Stores Inc (7.6%), Guidewire Softwa (5.3%), Coastal Financial Corp/Wa Common Stock (4.6%), 'pjt Partners Inc. Class 'a'' (4.2%). View all ACSMX holdings, sector breakdown, or dividend history.

ACSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ACSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.