3 / 5 Stars
2 2 5 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#125 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.86 percent over the past year, 12.45 percent over the past three years, 20.84 percent over the past five years, and 6.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||6.5%|
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.
Fees are Above Average compared to funds in the same category.
Fort Pitt Capital Total Return Fund has an expense ratio of 1.24 percent.
Risk is Low compared to funds in the same category according to Morningstar.