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Advisors Capital Tactical Fixed Inc ACTIX

Quantitative rating as of
NAV / 1-Day Return
9.12  /  0.00
Total Assets
53.2 Mil
Adj. Expense Ratio
1.990%
Expense Ratio
2.090%
Distribution Fee Level
High
Share Class Type
No Load
Category
Multisector Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.51%
Effective Duration
2.94 years

Morningstar’s Analysis ACTIX

Will ACTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Advisors Capital Tactical Fixed Inc's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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