Advisors Capital Total Return - Equity (ACUSX) Research
The fund primarily allocates a minimum of 80% of its total assets—defined as net assets supplemented by borrowed funds for investment—to common stock issued by dividend-paying U.S. corporations. It is permitted to invest in companies regardless of their market capitalization. The portfolio generally consists of 30 to 50 individual equity holdings, strategically diversified across seven to ten distinct industry sectors. The Sub-Advisor aims for this fund to provide a superior dividend yield and exhibit reduced downside volatility compared to the S&P 500 Index.
Market snapshot
- Symbol
- ACUSX
- Price
- $14.92
- Day change
- +0.27%
- Market cap
- $350.7M
- 52-week range
- 12.55-15.35
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Heartland Value Plus Fund Investor Class Shs (HRVIX)
- Poplar Forest Partners Fund Class A (PFPFX)
- Federated Hermes International Growth Fund Class IS (PIGDX)
- T. Rowe Price Japan (PRJPX)
- DWS Latin America Equity A (SLANX)
- Small Cap Growth Fund Class Y (SMAYX)
- Shelton S&P 500 Index Investor (SPFIX)
- Virtus SGA International Growth Fund Class I (STITX)
Open Advisors Capital Total Return - Equity (ACUSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.