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ACUSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

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Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

ACUSX

Net Assets

312M

Fund Existence

over 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

Average Effective Duration

0.09

Average Effective Maturity

0.09

Fund of Funds

Fund Share Class Net Assets

312M

Fund Type

OpenEnd

Index Fund

Management Fee

1.62

Modified Duration

0.09

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

33.44%

Gain YTD

12.864

Annual Yield % from dividends

0.03

Returns for 1 year

11.55

Returns for 3 years

58.87

Returns for 5 years

N/A

Returns for 10 years

N/A

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Category LargeBlend

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Fundamentals

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