Advisors Capital

Statistics as of Apr 02, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.88%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-1.6%
3yr Return
15.0%
1yr Return
9.0%
Total Assets
$251M
6M Money Flow
$36M
Large Blend
Expense Ratio
1.92%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
6.9%
Total Assets
$164M
6M Money Flow
$45M
Large Growth
Expense Ratio
1.97%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.6%
3yr Return
-
1yr Return
-
Total Assets
$22M
6M Money Flow
-
Small Growth
Expense Ratio
1.87%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-2.4%
3yr Return
13.1%
1yr Return
10.5%
Total Assets
$82M
6M Money Flow
$12M
Global Large-Stock Blend
Expense Ratio
1.87%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.7%
3yr Return
-
1yr Return
-
Total Assets
$8M
6M Money Flow
-
Multisector Bond
Expense Ratio
2.04%
TTM Yield
3.1%
3yr Sharpe
-0.51
YTD Return
1.9%
3yr Return
5.6%
1yr Return
5.2%
Total Assets
$131M
6M Money Flow
$24M