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Morningstar

Fort Pitt Capital Total Return FPCGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 26.40  /  0.15 %
  • Total Assets 66.7 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 14%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:08 AM GMT+00:00

Morningstar’s Analysis FPCGX

Will FPCGX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPCGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FPCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FPCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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