ACTIX – Advisors Capital Tactical Fixed Inc Investment Strategy | Morningstar

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Strategy

The investment seeks total return with capital preservation as a secondary objective. Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in fixed-income securities. Fixed income securities are selected without restriction as to maturity, credit quality (including high yield or junk bonds), currency, issuer country or capitalization. However, preferred stocks are limited to 30% of the fund's portfolio.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ACTIX	Advisors Capital Tactical Fixed Income Fund	No Load	Open			Feb 1, 2021	$210.20M	1.930%	High	$2,500	$47.07M

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