Advisors Capital Growth Fund (ACGRX)

Overview

The fund is designed to cater to investors looking to participate in the growth potential of U.S. companies. It adopts a diversified investment approach by allocating assets across a broad spectrum of U.S. growth companies, irrespective of their market capitalization. This is accomplished by strategically investing in a combination of exchange-traded funds (ETFs) and mutual funds. These underlying funds are selectively chosen for their focus on investing primarily in common stocks of U.S. companies, which may vary in terms of market capitalization, operational sectors, and investment strategy themes. This diversified approach aims at optimizing the growth potential while managing the investment risk associated with market volatility.

Products and Services

The fund's product offerings are meticulously designed to provide investors with exposure to the growth potential of U.S. companies through a diversified portfolio. The products include:

• Exchange-Traded Funds (ETFs): The fund invests in various ETFs that are specifically chosen for their focus on U.S. growth companies. ETFs provide the advantage of liquidity, lower expense ratios, and the ability to trade like stocks. This makes them an attractive option for investors seeking diversified exposure to the U.S. equity market across different sectors and market capitalizations.
• Mutual Funds: Alongside ETFs, the fund also invests in mutual funds that primarily focus on U.S. common stocks. These mutual funds are selected based on their market capitalization, sector focus, and investment strategy themes. Mutual funds offer investors professional management, diversification, and the potential for higher returns, albeit with higher expense ratios compared to ETFs.