Advisors Mutual Fund Quote


USD 9.09  0.03  0.33%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Advisors Capital is trading at 9.09 as of the 7th of July 2022; that is -0.33 percent decrease since the beginning of the trading day. The fund's open price was 9.12. Advisors Capital has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Advisors Capital Tactical are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 7th of July 2022. Click here to learn more.
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. More on Advisors Capital Tactical

Moving together with Advisors Capital

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Advisors Capital Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Advisors Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Advisors Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Advisors Capital generated a negative expected return over the last 90 days
Advisors Capital is unlikely to experience financial distress in the next 2 years
The fund generated five year return of -3.0%
Advisors Capital Tactical holds 96.93% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Advisors Capital's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year0.97
Startdate8th of January 2016
Advisors Capital Tactical [ACTIX] is traded in USA and was established 7th of July 2022. The fund is listed under Large Value category and is part of American Century Investments family. Advisors Capital Tactical presently has accumulated 133.02 M in assets under management (AUM) with minimum initial investment of 2.5 K. , while the total return for the last 3 years was 16.04%.
Check Advisors Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Advisors Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Advisors Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Advisors Capital Tactical Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Advisors Capital Tactical Constituents

Advisors Capital Target Price Odds Analysis

What are Advisors Capital's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Advisors Capital jumping above the current price in 90 days from now is about 88.77%. The Advisors Capital Tactical probability density function shows the probability of Advisors Capital mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Advisors Capital has a beta of 0.1345. This suggests as returns on the market go up, Advisors Capital average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Advisors Capital Tactical will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Advisors Capital Tactical is significantly underperforming DOW.
  Odds Below 9.09HorizonTargetOdds Above 9.09
10.91%90 days
Based on a normal probability distribution, the odds of Advisors Capital to move above the current price in 90 days from now is about 88.77 (This Advisors Capital Tactical probability density function shows the probability of Advisors Mutual Fund to fall within a particular range of prices over 90 days) .

Advisors Capital Tactical Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Advisors Capital market risk premium is the additional return an investor will receive from holding Advisors Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Advisors Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Advisors Capital's alpha and beta are two of the key measurements used to evaluate Advisors Capital's performance over the market, the standard measures of volatility play an important role as well.

Advisors Capital Against Markets

Picking the right benchmark for Advisors Capital mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Advisors Capital mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Advisors Capital is critical whether you are bullish or bearish towards Advisors Capital Tactical at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Advisors Capital without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Advisors Capital Tactical

You need to understand the risk of investing before taking a position in Advisors Capital. The danger of trading Advisors Capital Tactical is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Advisors Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Advisors Capital. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Advisors Capital Tactical is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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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.