Where can I find ACSMX's financial statements?

Advisors Capital Small/Mid Cap (ACSMX)'s full income statement, balance sheet, and cash flow statement are on this page in 10-K-style line-item format. Switch between the three statements via the pill toggle above the table.

How much history is available for ACSMX?

Advisors Capital Small/Mid Cap (ACSMX) statements are available back to its earliest filed 10-K — typically 10+ years of annual data and 40 quarters of quarterly data. Free-tier users see 5 years and 8 quarters; full history unlocks with a Pro account.

How often does ACSMX update its statements?

Advisors Capital Small/Mid Cap files a 10-K annually (full audited year-end statements) and 10-Q reports quarterly (unaudited interim statements). New filings are typically parsed and reflected on this page within 48 hours of SEC submission.

ACSMX

Advisors Capital Small/Mid Cap

NASDAQ·Asset Management · Financial Services

$11.37$0.06−0.52%

Market cap$130.98M·Market closed·Jul 23 12:05 PM UTC

USD · values shown as reported

Line item	FY 2018	FY 2019	FY 2020	FY 2021	FY 2022
Revenue	$59.86M−7.3%	$66.71M+11.4%	$65.48M−1.8%	$37.86M−42.2%	$11.24M−70.3%
Gross profit	$59.86M−7.3%	$66.71M+11.4%	$65.48M−1.8%	$37.86M−42.2%	$11.24M−70.3%
General & administrative	$13.72M+0.6%	$13.44M−2.0%	$12.96M−3.6%	$11.49M−11.3%	$6.58M−42.7%
SG&A (combined)	$13.72M+0.6%	$13.44M−2.0%	$12.96M−3.6%	$11.49M−11.3%	$6.58M−42.7%
Total operating expenses	$25.72M−51.2%	$34.99M+36.1%	$45.51M+30.0%	$61.58M+35.3%	$15.78M−74.4%
Operating income	$46.14M−9.4%	$53.27M+15.4%	$52.52M−1.4%	$26.36M−49.8%	$4.66M−82.3%
Interest income	$7.65M+47.4%	$10.58M+38.4%	$9.98M−5.7%	$3.71M−62.8%	$2.71M−26.9%
Other income / (expense), net	−$19.64M−132.1%	−$32.14M−63.6%	−$42.53M−32.3%	−$53.79M−26.5%	−$11.91M+77.9%
Income before tax	$26.49M−76.4%	$21.13M−20.2%	$10.00M−52.7%	−$27.43M−374.4%	−$7.25M+73.6%
Income tax expense	−$19.64M−132.1%	−$32.14M−63.6%	−$42.53M−32.3%	−$53.79M−26.5%	−$11.91M+77.9%
Net income	$26.49M−76.4%	$21.13M−20.2%	$10.00M−52.7%	−$27.43M−374.4%	−$7.25M+73.6%

EPS (basic)	$0.36−76.3%	$0.29−19.4%	$0.14−51.7%	−$0.45−421.4%	−$0.17+62.2%
EPS (diluted)	$0.36−76.3%	$0.29−19.4%	$0.14−51.7%	−$0.45−421.4%	−$0.17+62.2%
Weighted avg shares (basic)	9,423,196	9,423,196	9,423,196	9,423,196	9,423,196
Weighted avg shares (diluted)	9,423,196	9,423,196	9,423,196	9,423,196	9,423,196

EBITDA	$0.00	$0.00	$0.00	$0.00	$0.00

Frequently Asked Questions About ACSMX

Where can I find ACSMX's financial statements?: Advisors Capital Small/Mid Cap (ACSMX)'s full income statement, balance sheet, and cash flow statement are on this page in 10-K-style line-item format. Switch between the three statements via the pill toggle above the table.
How much history is available for ACSMX?: Advisors Capital Small/Mid Cap (ACSMX) statements are available back to its earliest filed 10-K — typically 10+ years of annual data and 40 quarters of quarterly data. Free-tier users see 5 years and 8 quarters; full history unlocks with a Pro account.
How often does ACSMX update its statements?: Advisors Capital Small/Mid Cap files a 10-K annually (full audited year-end statements) and 10-Q reports quarterly (unaudited interim statements). New filings are typically parsed and reflected on this page within 48 hours of SEC submission.