Advisors Capital Tactical Fixed Income Fund (ACTIX) Research

The fund's core objective is to achieve significant capital appreciation over an extended period. It primarily invests in the equity securities of medium to large-sized companies that the portfolio managers believe are trading below their true worth at the point of acquisition. The selection process focuses on identifying firms that may be temporarily out of favor or whose underlying value has not yet been fully recognized by the wider market. To pinpoint such opportunities, the managers analyze businesses whose financial fundamentals, including earnings, cash flow, and/or asset base, do not appear to be accurately reflected in their current stock prices.

Market snapshot

Symbol
ACTIX
Price
$9.57
Day change
+0.31%
Market cap
$203.7M
52-week range
9.37-9.88
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Small Company Fund Investor Class (ASQIX)
  • Dunham International Stock Fund Class N (DNINX)
  • Touchstone Large Company Growth Fund Class Institutional (DSMLX)
  • Westwood Broadmark Tactical Gr Inst (FTGWX)
  • PGIM QMA Mid-Cap Value Fund- Class C (NCBVX)
  • Third Avenue Small-Cap Value Fund Insti Class (TASCX)
  • TCW New America Premier Equities Fund - N Class (TGUNX)
  • Timothy Plan Small Cap Value Fund Class I (TPVIX)

Open Advisors Capital Tactical Fixed Income Fund (ACTIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.