ACTIX Mutual Fund

ACTIX Mutual Fund (Advisors Capital Tactical Fixed Income Fund) is managed by Advisors Capital with $211.2M in net assets. ACTIX expense ratio is 1.93%, holding 10 positions across sectors including Financials. Inception date: 2021-02-01.

ACTIX performance shows a YTD return of -0.94%. The 1-year return is 1.58% and the 5-year return is 0.25%. ACTIX dividend yield stands at 3.12%, paid annually.

ACTIX top holdings include Spdr Ser Tr Portfli High Yld (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%). Go to all ACTIX holdings, ACTIX sectors, or ACTIX dividends.

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