Weakness in Fort Pitt Capital Total Return's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 26.40 / 0.15 %
- Total Assets 66.7 Mil
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.81%
- Turnover 14%
Morningstar’s Analysis FPCGX
Will FPCGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.