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Advisors Capital Total Return - Equity Fund: (MF: ACUSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:02 PM ET

$13.91 USD

+0.06 (0.43%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.79 61
3 months 2.47 71
6 months 7.72 65
1 Year 14.88 68
3 Year 15.53 50
5 Year 7.78 90
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.10
5 Year NA
10 Year NA
Since Inception 7.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.42 7.62 7.08 0.57
2024 5.50 1.59 6.96 0.68
2023 4.59 4.91 -4.08 11.41
2022 -9.06 -15.93 -4.74 8.41
2021 NA 5.61 -1.02 9.13

Annual Return

20262025202420232022
% Total Return 3.7913.1015.4517.26-21.05
% Total Return Rel to Index 0.48-5.11-9.57-8.98-2.84
% Total Return Rel to Peer -0.97-1.95-0.391.98-10.26
% Perf Quintile vs Peer* 4.004.000.002.005.00
% Dividends 0.000.000.000.010.00
% Yield 0.000.000.030.000.00
Capital Gains ($) 0.000.000.000.000.00
Expense Ratio 0.001.871.871.931.95

* 1 = Top 20%, 5 = Bottom 20%