ACTIX Mutual Fund
ACTIX Mutual Fund
Advisors Capital Tactical Fixed Income Fund
ACTIX Mutual Fund Overview
ACTIX Mutual Fund (Advisors Capital Tactical Fixed Income Fund) is managed by Advisors Capital with $209.7M in net assets. ACTIX expense ratio is 1.93%, holding 10 positions across sectors including Unknown, Financials. Inception date: 2021-02-01.
ACTIX performance shows a YTD return of 0.31%. The 1-year return is 2.87% and the 5-year return is 0.60%. ACTIX dividend yield stands at 3.08%, paid annually.
ACTIX top holdings include Spdr Portfolio High Yield Bond ETF (19.9%), Ishares 10+ Yr Inv Gr Crp Bond Etf (13.6%), Ishares Ibonds Dec 2031 Term C Ishares Ibonds Dec 2031 Term Corporate ETF (12.5%), Ishares Intermediate-term Corporate Bond ETF (10.0%), Ishares Broad Usd Investment G (10.0%). View all ACTIX holdings, sector breakdown, or dividend history.
ACTIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ACTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.