- What are the top holdings of ACSMX?
- Advisors Capital Small/Mid Cap holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does ACSMX have?
- ACSMX holds — positions as reported by the fund's most recent disclosure.
- What sectors does ACSMX invest in?
- Advisors Capital Small/Mid Cap (ACSMX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is ACSMX most exposed to?
- ACSMX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is ACSMX a US-only fund?
- The country allocation card on this page shows ACSMX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does ACSMX invest in?
- The fund typically allocates a minimum of 80% of its total assets (including any capital borrowed for investment purposes) to equity securities of small and mid-sized companies. While its primary focus is on U.S.-based businesses, it also has the discretion to invest in non-U.S. issuers. The Sub-Advisor's investment approach emphasizes a long-term perspective, seeking out dynamic companies that are believed to possess attractive valuations, robust financial structures, distinct competitive advantages, consistent growth in free cash flow, and leadership characterized by integrity and competence.
