ACGRX – Advisors Capital Growth Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of U.S. growth companies of any capitalization by using exchange-traded funds ("ETFs") and mutual funds in different combinations and weightings. The ETFs and mutual funds ("underlying funds") each invest primarily in U.S. common stock of varying market capitalizations, sectors and strategy themes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ACGRX	Advisors Capital Growth Fund	No Load	Open	—		Nov 1, 2024	$223.86M	1.860%	High	$2,500	$118.25M

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