Advisors Capital Active All Cap FundACALX
Type
Mutual fund
Peer group
Allocation
Net assets
$262.7M
Expense ratio
1.81%
1-year return
+15.2%
3 years, a year
+15.1%
5 years, a year
—
Holdings
6
What it aims to do.
"The Advisors Capital Active All Cap Fund (the ""Fund"") seeks long-term capital appreciation."
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Core S&P 500 ETF | 39.64% |
| Vanguard Index Funds - Vanguard Growth Index Fund | 19.70% |
| Vanguard Index Funds - Vanguard Value Index Fund | 17.30% |
| SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 16.70% |
| Ishares Core S&P Mid-Cap ETF | 5.04% |
| Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Shares | 1.08% |
More on ACALX.
- ACALX overview
- ACALX holdings
- ACALX risk
- ACALX costs
- ACALX money in and out
- ACALX share classes
- Compare ACALX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.