Advisors Mutual Fund Analysis

ACTIX
 Fund
  

USD 9.15  0.03  0.33%   

The current indifference towards the small price fluctuations of Advisors Capital Tactical could raise concerns from investors as the entity is trading at a share price of 9.15 on slow start in volume. The fund money managers did not add any value to Advisors Capital investors in November. However, most investors can still diversify their portfolios with Advisors Capital Tactical to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.41. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
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The Advisors Capital mutual fund analysis report makes it easy to digest most publicly released information about Advisors Capital and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Advisors Mutual Fund analysis module also helps to analyze the Advisors Capital price relationship with some important fundamental indicators such as market cap and management efficiency.

Advisors Mutual Fund Analysis Notes

The fund holds 96.93% of assets under management (AUM) in equities. Advisors Capital Tactical last dividend was 0.15 per share. The fund invests primarily in stocks of medium to large companies that the portfolio managers believe are undervalued at the time of purchase. In selecting stocks, the portfolio managers look for companies that are temporarily out of favor in, or whose value is not yet recognized by, the market. To identify these companies, the portfolio managers look for companies with earnings, cash flows and/or assets that may not be reflected accurately in the companies' stock prices. For more info on Advisors Capital Tactical please contact the company at 800-345-2021.

Advisors Capital Tactical Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more funds at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Advisors Capital's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Advisors Capital Tactical or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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

Management Efficiency

Advisors Capital management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
CVSCVS Health Corp 0.0004 (2.36) 
CSCOCisco Systems 0.0403 (1.96) 
WFCWells Fargo(0.0327) (2.67) 
VCITVanguard Intermediate-Term Corporate(0.06) (0.97) 
USIGIShares Broad USD(0.05) (1.07) 
SPIBSPDR Barclays Intermediate(0.12) (0.76) 
SHYGIShares 0-5 Year(0.05) (0.94) 
PGXInvesco Preferred ETF(0.09) (1.28) 
PGProcter Gamble 0.08 (2.07) 
PFFDGlobal X US(0.09) (1.34) 
ORCLOracle 0.0228 (2.65) 
MRKMerck Company 0.24 (1.43) 
MDTMedtronic PLC(0.12) (3.09) 
JPMJPMorgan Chase Co 0.09 (2.80) 
JNJJohnson Johnson 0.06 (1.54) 
HYLBXtrackers USD High(0.0448) (1.26) 
CVXChevron Corp 0.0459 (2.91) 
BACBank Of America(0.0279) (2.97) 
SLBSchlumberger NV 0.13 (4.15) 
PFEPfizer Inc 0.06 (2.01) 

Technical Drivers

As of the 7th of December, Advisors Capital shows the Mean Deviation of 0.302, risk adjusted performance of 0.0129, and Downside Deviation of 0.367. Advisors Capital Tactical technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices. Put another way, you can use this information to find out if the entity will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to collect and analyze data for nineteen technical drivers for Advisors Capital Tactical, which can be compared to its rivals. Please confirm Advisors Capital Tactical variance and potential upside to decide if Advisors Capital Tactical is priced correctly, providing market reflects its regular price of 9.15 per share.

Advisors Capital Tactical Price Movement Analysis

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The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Advisors Capital middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Advisors Capital Tactical. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Advisors Capital Technical and Predictive Indicators

Advisors Capital Forecast Models

Advisors Capital time-series forecasting models is one of many Advisors Capital's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Advisors Capital's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Advisors Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Advisors Capital prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Advisors shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Fund such as Advisors Capital. By using and applying Advisors Mutual Fund analysis, traders can create a robust methodology for identifying Advisors entry and exit points for their positions.
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

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Advisors Capital to your portfolios without increasing risk or reducing expected return.

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Complementary Tools for 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.