Advisors Capital

Statistics as of Apr 04, 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 Return ▲Total Assets6M Money Flow
Large Blend
Expense Ratio
1.92%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-13.7%
3yr Return
-
1yr Return
-3.1%
Total Assets
$148M
6M Money Flow
$45M
Small Growth
Expense Ratio
1.87%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-11.8%
3yr Return
2.0%
1yr Return
0.3%
Total Assets
$75M
6M Money Flow
$12M
Large Blend
Expense Ratio
1.88%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-10.3%
3yr Return
4.3%
1yr Return
0.5%
Total Assets
$231M
6M Money Flow
$36M
Multisector Bond
Expense Ratio
2.04%
TTM Yield
3.1%
3yr Sharpe
-0.51
YTD Return
1.1%
3yr Return
4.5%
1yr Return
4.2%
Total Assets
$131M
6M Money Flow
$24M
Large Growth
Expense Ratio
1.97%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-17.7%
3yr Return
-
1yr Return
-
Total Assets
$20M
6M Money Flow
-
Global Large-Stock Blend
Expense Ratio
1.87%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.9%
3yr Return
-
1yr Return
-
Total Assets
$7M
6M Money Flow
-