ACALX Mutual Fund (Advisors Capital Active All Cap Fund) is managed by Advisors Capital with $320.8M in net assets. ACALX expense ratio is 1.81%, holding 6 positions across sectors including Financials. Inception date: 2022-11-09.

ACALX performance shows a YTD return of 9.26%. The 1-year return is 19.98%. ACALX dividend yield stands at 0.23%, paid annually.

ACALX top holdings include Ishares Core S&p 500 ETF (39.6%), Vanguard Grw Etf (19.7%), Vanguard Value (17.3%), Spdr Port 1500 (16.7%), Ishares Core S&P Mid-cap ETF (5.0%). View all ACALX holdings, sector breakdown, or dividend history.

ACALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ACALX alternatives are available via the screener, along with tax-loss harvesting opportunities.