Fort Pitt Capital Total Return Fund

Frequently Asked Questions About FPCGX

What does FPCGX invest in?

The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the 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 their price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.

What is the expense ratio of FPCGX?

Fort Pitt Capital Total Return Fund (FPCGX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FPCGX?

Fort Pitt Capital Total Return Fund (FPCGX) manages $63.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FPCGX actively managed or an index fund?

FPCGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FPCGX launched?

Fort Pitt Capital Total Return Fund (FPCGX) launched in January 2002 and is managed by the fund issuer.

How has FPCGX performed?

FPCGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.