Advisors Minimum Initial Investment

ACTIX
 Fund
  

USD 8.88  0.02  0.23%   

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.

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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 the 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

+0.81AAAlcoa Corp Earnings Call  In Two WeeksPairCorr
+0.68JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr
+0.85HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr
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. 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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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.