Advisors Capital

Statistics as of May 27, 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
0.00%
TTM Yield
0.0%
3yr Sharpe
0.17
YTD Return
0.6%
3yr Return
28.0%
1yr Return
10.5%
Total Assets
$265M
6M Money Flow
$32M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
9.5%
Total Assets
$185M
6M Money Flow
$43M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.6%
3yr Return
-
1yr Return
-
Total Assets
$46M
6M Money Flow
$33M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
-3.8%
3yr Return
23.6%
1yr Return
9.5%
Total Assets
$91M
6M Money Flow
$15M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
7.0%
3yr Return
-
1yr Return
-
Total Assets
$18M
6M Money Flow
$13M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-0.35
YTD Return
1.3%
3yr Return
7.3%
1yr Return
4.8%
Total Assets
$144M
6M Money Flow
$29M