ACUSX Mutual Fund
ACUSX Mutual Fund
ACUSX Mutual Fund
Advisors Capital Total Return - Equity Fund
ACUSX Mutual Fund Overview
ACUSX Mutual Fund (Advisors Capital Total Return - Equity Fund) is managed by Advisors Capital with $359.1M in net assets. ACUSX expense ratio is 1.77%, holding 53 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2021-02-01.
ACUSX performance shows a YTD return of 7.91%. The 1-year return is 14.09% and the 5-year return is 6.52%.
ACUSX top holdings include Alphabet Inc. C (4.4%), Microsoft Corp (3.8%), Apple, Inc (3.7%), Broadcom Inc (3.6%), Williams Cos. Inc. (2.9%). Go to all ACUSX holdings, ACUSX sectors, or ACUSX dividends.
ACUSX can be compared against other funds. Use ACUSX overlap to find shared positions, or ACUSX vs another fund for a side-by-side view. ACUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.