Fort Pitt Capital Total Return
680 Anderson Drive Foster Plaza Ten Pittsburgh PA 15220
Map
Phone: 866-688-8775
| Category: | Large Blend | | Fund Family: | Fort Pitt Capital Funds | | Net Assets: | 31.44M | | Year-to-Date Return: | 19.86% | | Yield: | 1.20% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-01 |
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Charles A. Smith
Lead Manager since
31-Dec-01 | | | Smith is executive vice president, chief investment officer, a director, a shareholder and a founder of the Advisor. He has served as the fund's lead portfolio manager since 2001. Previously, Smith was employed at Bill Few Associates (1992-July 1995), and as a member of the Board of Directors and a shareholder (April 1994-July 1995). He also served as a portfolio manager for the Muhlenkamp Fund (1988-1991), and was an analyst and portfolio manager at Muhlenkamp and Company (1983-1991). |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation and income. The fund invests primarily in common stocks of large and mid-sized U.S. companies. It may also invest in fixed-income investments (primarily U.S. government obligations). The fund also may purchase small capitalization stocks (companies with less than $1 billion in market capitalization), or preferred stock, warrants, rights or other securities that are convertible into or exchangeable for shares of common stock. |
| Last Dividend
(26-Dec-08):
| 0.14 | | Last Cap Gain
(21-Dec-07):
| 0.40 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | FPCGX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.83% Nasdaq 
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