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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
ADVISORY RESEARCH ALL CAP VALUE FUND ADVGX USD 2,500 USD 2,500 Stock N/A N.A. Yes
VAUGHAN NELSON EMERGING MARKETS OPPS INS ADVMX USD 2,500 USD 2,500 Stock N/A I Yes
VAUGHAN NELSON INTERNATIONAL SMALL CAP FUND ADVIX USD 2,500 USD 2,500 Stock N/A ADVISOR Yes
TORTOISE RESEARCH MLP & ENERGY INCOME FUND INFIX USD 1,000,000 USD 1,000,000 Stock N/A I Yes
TORTOISE RESEARCH MLP & ENERGY INFRASTRUCTURE FUND MLPPX USD 5,000,000 USD 5,000,000 Stock N/A N.A. Yes
TORTOISE RESEARCH MLP & ENERGY INCOME FUND INFFX USD 0 USD 0 Stock N/A N.A. Yes
ADVISORY RESEARCH STRATEGIC INCOME FUND ADVNX USD 2,500 USD 2,500 Bond N/A N.A. Yes
VAUGHAN NELSON INTERNATIONAL SM CAP INST ADVLX USD 500,000 USD 500,000 Stock N/A I Yes

Notes:

  1. Advisor minimums may be lower.