Advisors Mutual Fund Financials

ACTIX
 Fund
  

USD 9.26  0.02  0.22%   

You can use Advisors Capital Tactical fundamental data analysis to find out if markets are presently mispricing the fund. We were able to collect and analyze data for fifteen available fundamental indicators for Advisors Capital Tactical, which can be compared to its rivals. Use Advisors Capital five year return and equity positions weight to make sure your decision on pricing Advisors Capital Tactical is adequate. Use Advisors Capital to protect your portfolios against small market fluctuations. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a normal downward trend and little activity. Check odds of Advisors Capital to be traded at $9.17 in 90 days.
  
With this module, you can analyze Advisors financials for your investing period. You should be able to track the changes in Advisors Capital individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Advisors Capital Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Advisors Capital's financial statements are interrelated, with each one affecting the others. For example, an increase in Advisors Capital's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 1
Advisors Capital Tactical has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Advisors Capital mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Advisors Capital's official financial statements usually reflect Advisors Capital's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Advisors Capital Tactical. For example, before you start analyzing numbers published by Advisors accountants, it's critical to develop an understanding of what Advisors Capital's liquidity, profitability, and earnings quality are in the context of the American Century Investments space in which it operates.
Please note that past performance is not an indicator of the future performance of Advisors Capital, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Advisors Capital Company Summary

Advisors Capital competes with Caterpillar. The fund invests primarily in stocks of medium to large companies that the portfolio managers believe are undervalued at the time of purchase. Advisors Capital is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressAmerican Century Mutual
Mutual Fund FamilyAmerican Century Investments
Mutual Fund CategoryLarge Value
BenchmarkDOW
Phone800 345 2021
CurrencyUSD - US Dollar
You should never invest in Advisors Capital without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Advisors Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Advisors Capital's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Advisors Capital Key Financial Ratios

Generally speaking, Advisors Capital's financial ratios allow both analysts and investors to convert raw data from Advisors Capital's financial statements into concise, actionable information that can be used to evaluate the performance of Advisors Capital over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Advisors Capital Tactical reports annually and quarterly.

Advisors Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Advisors Capital's current stock value. Our valuation model uses many indicators to compare Advisors Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advisors Capital competition to find correlations between indicators driving Advisors Capital's intrinsic value. More Info.
Advisors Capital Tactical is the top fund in last dividend paid among similar funds. It is the top fund in ten year return among similar funds reporting about  20.73  of Ten Year Return per Last Dividend Paid. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Advisors Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Advisors Capital's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Advisors Capital's earnings, one of the primary drivers of an investment's value.

Advisors Capital Tactical Systematic Risk

Advisors Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Advisors Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty-two with a total number of output elements of nine. The Beta measures systematic risk based on how returns on Advisors Capital Tactical correlated with the market. If Beta is less than 0 Advisors Capital generally moves in the opposite direction as compared to the market. If Advisors Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Advisors Capital Tactical is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Advisors Capital is generally in the same direction as the market. If Beta > 1 Advisors Capital moves generally in the same direction as, but more than the movement of the benchmark.
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About Advisors Capital Financials

What exactly are Advisors Capital Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Advisors Capital's income statement, its balance sheet, and the statement of cash flows. Potential Advisors Capital investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Advisors Capital investors may use each financial statement separately, they are all related. The changes in Advisors Capital's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Advisors Capital's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Advisors Capital is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Advisors grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Advisors Capital Tactical is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 266.04 Million. Advisors Capital totals roughly 133.02 Million in net asset claiming about 50% of funds under Large Value category.

Advisors Capital August 9, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Advisors Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Advisors Capital Tactical. We use our internally-developed statistical techniques to arrive at the intrinsic value of Advisors Capital Tactical based on widely used predictive technical indicators. In general, we focus on analyzing Advisors Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Advisors Capital's daily price indicators and compare them against related drivers.
Downside Deviation0.4086
Information Ratio0.0089
Maximum Drawdown2.07
Value At Risk(0.43)
Potential Upside0.5423
Please continue to Trending Equities. Note that the Advisors Capital Tactical information on this page should be used as a complementary analysis to other Advisors Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

Complementary Tools for Advisors Mutual Fund analysis

When running Advisors Capital Tactical price analysis, check to measure Advisors Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Advisors Capital is operating at the current time. Most of Advisors Capital's value examination focuses on studying past and present price action to predict the probability of Advisors Capital's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Advisors Capital's price. Additionally, you may evaluate how the addition of Advisors Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Advisors Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Advisors Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Advisors Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.