ACUSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Advisors Capital Total Return – Equity (ACUSX) Ownership - Who owns Advisors Capital Total Return – Equity?

The investment seeks total return... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

ACUSX

Net Assets

240M

Fund Existence

about 4 years

Turnover

19.01

Total Expense Ratio

1.88

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.88

Assets in Top Ten Holdings

52.1M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

240M

Fund Type

OpenEnd

Index Fund

Management Fee

1.62

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

51.00

Number of Net Holdings

51.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

33.69%

Gain YTD

-7.201

Annual Yield % from dividends

0.04

Returns for 1 year

5.56

Returns for 3 years

14.84

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category LargeBlend

Profile

Fundamentals

Details