Advisors Fundamentals

ACTIX
 Fund
  

USD 9.26  0.02  0.22%   

Advisors Capital Tactical fundamentals help investors to digest information that contributes to Advisors Capital's financial success or failures. It also enables traders to predict the movement of Advisors Mutual Fund. The fundamental analysis module provides a way to measure Advisors Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Advisors Capital mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Advisors Minimum Initial Investment Analysis

Advisors Capital's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Minimum Initial Investment 
=  
First Fund Deposit 
More About Minimum Initial Investment | All Equity Analysis

Current Advisors Capital Minimum Initial Investment

    
  2.5 K  
Most of Advisors Capital's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Advisors Capital Tactical is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Compare to competition

Advisors Capital Minimum Initial Investment Component Assessment

Based on the recorded statements, Advisors Capital Tactical has a Minimum Initial Investment of 2.5 K. This is 99.8% lower than that of the Category family and significantly higher than that of the Large Value category. The minimum initial investment for all United States funds is notably lower than that of the firm.

Advisors Capital Tactical Fundamental Drivers 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 price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about  0.10  of Price to Book per Price to Earning. The ratio of Price to Earning to Price to Book for Advisors Capital Tactical is roughly  9.66 . 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.

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Fund Asset Allocation for Advisors Capital

The fund consists of 96.93% investments in stocks, with the rest of investments allocated between different money market instruments.
   Value   
       Instrument Type  

Advisors Fundamentals

About Advisors Capital Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Advisors Capital Tactical's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Advisors Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Advisors Capital Tactical based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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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Pair Trading with Advisors Capital

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Advisors Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Advisors Capital will appreciate offsetting losses from the drop in the long position's value.

Moving together with Advisors Capital

0.89DISWalt Disney Earnings Call  TomorrowPairCorr
The ability to find closely correlated positions to Advisors Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Advisors Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Advisors Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Advisors Capital Tactical to buy it.
The correlation of Advisors Capital is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Advisors Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Advisors Capital Tactical moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Advisors Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to Advisors Capital Piotroski F Score and Advisors Capital Altman Z Score analysis. 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..

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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.