Mutual Funds

Advisory Research Funds

Exchange Hours Website
9:30 - 15:59 ET www.advisoryresearch.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum
Load
Type
Share
Class
Transaction
Fee
ADVISORY RESEARCH ALL CAP VALUE FUND ADVGX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITIES ADVMX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
ADVISORY RESEARCH INTL SMALL CAP VALUE FUND ADVIX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
ADVISORY RESEARCH MLP & ENERGY INCOME FUND INFIX Stock USD 1,000,000 USD 1,000,000 N/A I Yes
ADVISORY RESEARCH MLP & ENERGY INFRASTRUCTURE FUND MLPPX Stock USD 7,000,000 USD 5,000,000 N/A N.A. Yes
ADVISORY RESEARCH STRATEGIC INCOME FUND ADVNX Bond USD 1,000,000 USD 2,500 N/A N.A. Yes
ADVISORY RESEARCH INTL SMALL CAP VALUE FUND ADVLX Stock USD 1,000,000 USD 500,000 N/A I Yes
ADVISORY RESEARCH MLP & EQUITY FUND INFEX Equity USD 5,000,000 USD 1,000,000 N/A INSTITUTIONAL CLASS Yes