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How to Invest
Call 1-201-447-3400 for information on how to purchase the Funds.
Investment Minimums:
Regular Account
Automatic Investment Plan
IRA Account
Roth IRA Account
$2,500 $100
$1,000 $100
$1,000 $100
$1,000 $100
The Funds do not impose a minimum purchase requirement for qualified retirement plans, however, your financial intermediary, selling broker-dealer, plan administrator or third-party record keeper may impose minimum investment requirements
ADVISORS CAPITAL TOTAL RETURN - EQUITY FUND
Ticker ACUSX
CUSIP 640193868
Total Annual Fund Operating Expense: 1.88%
ADVISORS CAPITAL SMALL/MID CAP FUND
Ticker ACSMX
CUSIP 640193850
Total Annual Fund Operating Expense: 1.87%
ADVISORS CAPITAL TACTICAL FIXED INCOME FUND
Ticker ACTIX
CUSIP 640193843
Total Annual Fund Operating Expense: 2.04%
ADVISORS CAPITAL ACTIVE ALL CAP FUND
Ticker ACALX
CUSIP 640193835
Total Annual Fund Operating Expense: 1.91%
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