Advisors Capital Small/Mid Cap
ACSMX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Williamsville, NY 14221 Williamsville NY United States of America 14221
- IPO Date
- Feb 3, 2003
- CIK
- 0000889188
- Website
- advisorscapital.com
- Similar Companies
- Business
- Advisors Capital Small/Mid Cap Fund (ACSMX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in securities of small-capitalization and mid-capitalization companies, primarily located in the United States with flexibility for select foreign issuers; it employs a bottom-up investment process blending quantitative screening, fundamental analysis, and focus on both growth and value stocks across sectors such as financial services, industrials, technology, and consumer cyclical, typically holding around 34 securities with significant concentration in its top 10 holdings that exhibit attractive valuations, competitive advantages, robust free cash flow, and strong leadership. The fund, part of the Advisors Capital Funds family managed by Advisors Capital Management, LLC (founded in 1998 and headquartered in Ridgewood, New Jersey), partners with Neiman Funds as sub-advisor to execute its active management strategy, benchmarking performance against indices like the Russell 2500 Total Return and CRSP US Small Cap Index. Advisors Capital Management operates nationwide, serving individual and high-net-worth clients, pension plans, institutions, and registered investment advisors through discretionary portfolio management, model strategies, financial planning, pension consulting, and customized wealth solutions. In recent developments, the fund has maintained its focus on small growth strategies amid market volatility, with total assets growing to approximately $112 million as of late 2025 and low portfolio turnover of around 8%; Advisors Capital Management advanced to the 59th largest RIA nationally by assets under management in 2025 rankings based on December 31, 2024 SEC filings, reflecting sustained growth in its advisor-centric platform without reported acquisitions, major funding rounds, partnerships, or strategic shifts specific to ACSMX in the last 1-2 years. The firm continues to emphasize its hybrid top-down macroeconomic and bottom-up value-oriented approach across its offerings, including the Small/Mid Cap Fund, amid ongoing AI investment trends and fixed income positioning for potential economic uncertainty as noted in its Q1 2025 quarterly report. No significant name changes, reorganizations, or new product launches were identified for the fund or its manager in 2024-2025.