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Fort Pitt Capital Total Return FPCGX

Medalist Rating as of | See Fort Pitt Capital Investment Hub
  • NAV / 1-Day Return 26.77  /  0.89 %
  • Total Assets 63.0 Mil
  • Adj. Expense Ratio
    1.000%
  • 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 19%

Morningstar’s Analysis FPCGX

Will FPCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Fort Pitt Capital Total Return's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings FPCGX

  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 51.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.52
5,149,179
Technology
7.60
4,593,640
Industrials
6.58
3,975,495
Technology
6.19
3,740,429
Financial Services
4.16
2,510,637
Healthcare
4.00
2,414,275
Healthcare
3.63
2,194,848
Consumer Defensive
3.62
2,184,130
Industrials
3.53
2,130,254
Financial Services
3.46
2,088,644
Technology