ACTIX Alternatives & Similar Mutual Funds

Advisors Capital Tactical Fixed Income Fund (ACTIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ACTIX

ACTIX charges 2.09% annually. There are 318 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	ACTIX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	ACTIX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	ACTIX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	ACTIX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	ACTIX vs VVIAX

Best Risk-Adjusted Alternatives to ACTIX

ACTIX has a PortfoliosLab risk / return rank of 18. There are 305 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	97	—	Oct 1993	ACTIX vs FGIPX
FGINX	Delaware Growth and Income Fund	97	—	Oct 1993	ACTIX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	96	—	Dec 1999	ACTIX vs MALVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	96	—	Jun 2022	ACTIX vs AVLVX
PKAIX	PIMCO RAE US Fund	96	—	Jun 2015	ACTIX vs PKAIX

Top Performing ACTIX Alternatives (YTD)

ACTIX is at -0.10% YTD. There are 319 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	26.69%	—	Jun 2015	ACTIX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	25.66%	—	Nov 1935	ACTIX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.02%	—	Jun 2022	ACTIX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	22.46%	—	Jun 2005	ACTIX vs PXTIX
NFJEX	Virtus NFJ Dividend Value Fund	22.28%	—	May 2000	ACTIX vs NFJEX

Lowest Volatility Alternatives to ACTIX

ACTIX has 3.63% 1-year volatility. There is 1 mutual fund in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	ACTIX vs SHXPX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	ACTIX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.49%	—	Feb 1996	ACTIX vs FALGX
TWEIX	American Century Equity Income Fund	8.54%	6.45B	Aug 1994	ACTIX vs TWEIX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.54%	—	Dec 2007	ACTIX vs TMMAX

Lowest Drawdown Alternatives to ACTIX

ACTIX has a 1-year max drawdown of -2.90%. No mutual funds in the Large Cap Value Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -3.77%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	ACTIX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	ACTIX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	ACTIX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	ACTIX vs SVAIX
TOWFX	Towpath Focus Fund	-4.72%	—	Dec 2019	ACTIX vs TOWFX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 6 categories. AUM among these funds goes as high as $27B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	17	5.81%	26.59B	Nov 1981	ACTIX vs TWCUX
TWCGX	American Century Growth Fund	Large Cap Growth Equities	19	5.60%	14.71B	Jun 1971	ACTIX vs TWCGX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	21	6.08%	—	Mar 2022	ACTIX vs ACIHX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	20	-13.62%	1.76B	Aug 1988	ACTIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	20	4.94%	2.12B	May 2006	ACTIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	21	4.93%	6.39B	Jun 1971	ACTIX vs TWCIX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	5	6.21%	5.37B	Nov 1987	ACTIX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	88	2.34%	1.62B	Dec 1986	ACTIX vs BCHYX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	89	14.32%	1.99B	Dec 1990	ACTIX vs BIGRX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	74	10.75%	—	Jul 1998	ACTIX vs ACIIX

Often Compared With ACTIX

Investors most often compare ACTIX with CILGX, FETKX, BRLVX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CILGX	Clarkston Fund	Large Cap Value Equities	7	-1.12%	—	Apr 2016	ACTIX vs CILGX
FETKX	Fidelity Equity Dividend Income Fund Class K	Large Cap Value Equities	35	12.32%	—	May 2008	ACTIX vs FETKX
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	94	18.88%	—	Oct 2003	ACTIX vs BRLVX
FDETX	Fidelity Advisor Capital Development Fund Class O	Large Cap Value Equities	76	12.02%	—	Dec 1985	ACTIX vs FDETX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	85	12.93%	96.10B	Feb 2019	ACTIX vs VHYAX
QRVLX	FPA Queens Road Value Fund	Large Cap Value Equities	21	10.87%	—	Jun 2002	ACTIX vs QRVLX
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	73	8.60%	65.40B	May 2001	ACTIX vs VWNAX
CABDX	AB Relative Value Fund	Large Cap Value Equities	81	14.11%	—	Jul 1932	ACTIX vs CABDX
GVALX	Gotham Large Value Fund	Large Cap Value Equities	61	10.95%	—	Dec 2015	ACTIX vs GVALX
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	64	9.62%	—	Dec 1986	ACTIX vs LEIFX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	ACTIX vs UPDDX
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	21	3.08%	—	Nov 2016	ACTIX vs OANMX
DRIPX	The MP 63 Fund	Large Cap Value Equities	80	13.71%	—	Mar 1999	ACTIX vs DRIPX
CFVLX	Commerce Value Fund	Large Cap Value Equities	77	13.38%	—	Mar 1997	ACTIX vs CFVLX
HUDIX	Huber Large Cap Value Fund	Large Cap Value Equities	40	6.43%	—	Dec 2012	ACTIX vs HUDIX
LGVAX	ClearBridge Value Fund Class A	Large Cap Value Equities	66	13.23%	—	Feb 2009	ACTIX vs LGVAX
USISX	USAA Income Stock Fund	Large Cap Value Equities	93	17.32%	—	May 1987	ACTIX vs USISX
FIDLX	Fidelity Advisor Large Cap Fund Class Z	Large Cap Value Equities	—	—	—	Feb 2017	ACTIX vs FIDLX
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	78	10.16%	66.40B	Mar 1988	ACTIX vs VEIPX
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	71	12.30%	—	Jul 1977	ACTIX vs MABAX

Compare ACTIX with Any Fund or Stock

Compare ACTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair ACTIX with funds that move differently

Advisors Capital Tactical Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACTIX.

Explore ACTIX Diversifiers

Advisors Capital Tactical Fixed Income Fund (ACTIX) Alternatives