ACUSX Mutual Fund (Advisors Capital Total Return - Equity Fund) is managed by Advisors Capital with $346.6M in net assets. ACUSX expense ratio is 1.77%, holding 53 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2021-02-01.

ACUSX performance shows a YTD return of 5.13%. The 1-year return is 13.64% and the 5-year return is 6.61%.

ACUSX top holdings include Alphabet Inc series C (4.4%), Microsoft Corp 4.100 Feb 06 37 (3.8%), Apple Inc (3.7%), Broadcom Inc (3.6%), Williams Companies Inc (2.9%). View all ACUSX holdings, sector breakdown, or dividend history.

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