Why Choose Capital Advisors
Strategists. |
Our process is grounded in identifying large and mid size companies that are stable earners, accelerated growers or emerging franchises. Based on our macro view, we tilt the portfolio to help manage risk and maximize return in all market cycles. |
Disciplined. |
Our rigorous fundamental analysis and quantitative models track observable, measurable market conditions guiding our portfolio mix. |
Experienced. |
Capital Advisors, advisor to the Fund, was founded in 1978. It applies the same growth strategy used in its separately managed accounts for three decades to the Fund. |
Committed. |
As active managers, we are dedicated to helping our shareholders reach their long-term investment goals. |
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month-end may be obtained by calling
Please refer to the Capital Advisors Growth Fund Prospectus for important information about the investment company including investment objectives, risks, charges and expenses. To obtain a hard copy Prospectus, please click here or call
While the fund is no-load, management fees and other expenses will apply. Please refer to the prospectus for further details.
The Capital Advisors Growth Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk, including the potential loss of principal. The Fund invests in foreign securities which involves political, economic and currency risks, greater volatility and differences in accounting methods. Growth stocks may be more volatile than other types of stocks and may perform differently from the market as a whole.
© 2013 Capital Advisors, Inc. All rights reserved.
The Capital Advisors Growth Fund is distributed by Quasar Distributors, LLC.