FPCGX : Fort Pitt Capital Total Return Fund

FPCGX is a US Stocks Market Large Blend with HIGH fees.

FPCGX

Fort Pitt Capital Total Return Fund

FI Score

25 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

25% FI Score
  • fpcgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Fort Pitt Capital Total Return Fund

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to realize the combination of long-term capital appreciation and income that will produce maximum total return. The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the fund's 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 price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.

Largest Holdings

Amount Holding
6.37% Microsoft Corp
5.27% Abbott Laboratories
5.27% Texas Instruments Inc
5.01% Arthur J. Gallagher & Co
4.67% Intel Corp
4.58% Western Digital Corp
4.44% Kimberly-Clark Corp
4.30% Honeywell International Inc
4.26% Medtronic PLC
4.26% Rockwell Automation Inc
4.23% Verizon Communications Inc
4.05% Xilinx Inc
3.45% PNC Financial Services Group Inc
3.42% AT&T Inc
3.18% RPM International Inc
3.10% Charles Schwab Corp
3.08% Bank of New York Mellon Corp
3.00% VF Corp
2.95% Parker Hannifin Corp
2.74% Kinder Morgan Inc Class P
2.52% Boeing Co
2.49% BP PLC ADR
2.22% Loews Corp
2.16% II-VI Inc
2.05% The Walt Disney Co

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