Advisors Capital Mutual Funds List
Here you can find all mutual funds issued by Advisors Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.93%
- Avg. 1 Year Return
- 10.93%
- Avg. 5 Year Return
- 4.27%
- Median Risk/Return Score
- 6 / 100
Advisors Capital Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisors Capital International Fund | Foreign Large Cap Equities | Nov 1, 2024 | 1.88% | 0.73% | — | 0.40% | 6 | ||||||||
| Advisors Capital Small/Mid Cap Fund | Small Cap Growth Equities | Mar 18, 2021 | 1.95% | -4.42% | — | 0.00% | 4 | ||||||||
| Advisors Capital US Dividend Fund | Large Cap Blend Equities | Mar 18, 2021 | 1.95% | 9.66% | — | 0.00% | 61 |
Explore top Advisors Capital Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Advisors Capital Mutual funds by Risk/Return Score
The top Advisors Capital Mutual funds by PortfoliosLab Risk/Return Score are ACUSX (61) and ACIFX (6).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Advisors Capital US Dividend Fund | 61 | — | Mar 2021 | |
| Advisors Capital International Fund | 6 | — | Nov 2024 | |
| Advisors Capital Small/Mid Cap Fund | 4 | — | Mar 2021 |
Best-Performing Advisors Capital Mutual funds Over 5 Years
The top Advisors Capital Mutual funds is ACUSX (7.63%).
Across the lineup, Advisors Capital Mutual funds show an average 1-year return of 10.93% and an average 5-year return of 4.27%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Advisors Capital US Dividend Fund | 7.63% | — | Mar 2021 | |
| Advisors Capital Small/Mid Cap Fund | 0.91% | — | Mar 2021 |
Lowest-Cost Advisors Capital Mutual funds
The top Advisors Capital Mutual funds is ACIFX (1.88%).
With an average expense ratio of 1.93%, Advisors Capital Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Advisors Capital International Fund | 1.88% | — | Nov 2024 | |
| Advisors Capital Small/Mid Cap Fund | 1.95% | — | Mar 2021 | |
| Advisors Capital US Dividend Fund | 1.95% | — | Mar 2021 |
Highest-Yield Advisors Capital Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Advisors Capital International Fund | 0.40% | — | Nov 2024 | |
| Advisors Capital Small/Mid Cap Fund | 0.00% | — | Mar 2021 | |
| Advisors Capital US Dividend Fund | 0.00% | — | Mar 2021 |
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