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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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