Fort Pitt Capital Total Return (FPCGX)
* As of 31-Oct-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.24%|
Performance & Risk
|5y Avg Return:||14.82%|
|Rank in Category (ytd):||66|
|% Rank in Category (ytd):||4.11%|
|Morningstar Risk Rating:||1|
The investment seeks to realize the combination of long-term capital appreciation and income that will produce maximum total return.
The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the fund's Advisor considers to be profitable and which have returns on equity near or higher than their peers, and the Advisor believes are undervalued as measured by price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed. The fund also may invest up to 10% of its net assets in the securities of foreign issuers. View More