Fort Pitt Capital Total Return FundFPCGX

MUTUAL FUNDKovitz
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$63.3M
Expense ratio
1.00%
1-year return
+41.8%
3 years, a year
—
5 years, a year
—
Holdings
28

What it aims to do.

Investment Objective: The Fort Pitt Capital Total Return Fund (the Fund) seeks to realize the combination of long-term capital appreciation and income that will produce maximum total return.

Top 10 holdings.

Holding% of fund
AMD Advanced Micro Devices Inc9.01%
GOOGL Alphabet Inc7.28%
LRCX Lam Research Corp6.97%
AVGO Broadcom Inc6.93%
KEYS Keysight Technologies Inc6.10%
PH Parker-Hannifin Corp5.83%
MSFT Microsoft Corp5.69%
APO Apollo Global Management Inc4.57%
AJG Arthur J. Gallagher & Company3.65%
PNC Pnc Financial Services Group Inc (The)3.63%

More on FPCGX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.