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Cantor Fitzgerald Equity Opp Inst (ATGYX)

38.29
+0.11
+(0.29%)
At close: 4:46:09 PM EDT
Loading Chart for ATGYX
  • Previous Close 38.18
  • YTD Return -4.12%
  • Expense Ratio 1.26%
  • Category Mid-Cap Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 69.46M
  • Beta (5Y Monthly) 0.94
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.12
  • Inception Date May 1, 1996

The fund invests primarily in equity securities of U.S. issuers. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the fund’s 80% policy.

Cantor

Fund Family

Mid-Cap Blend

Fund Category

69.46M

Net Assets

1996-05-01

Inception Date

Performance Overview: ATGYX

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Trailing returns as of 4/15/2025. Category is Mid-Cap Blend.

YTD Return

ATGYX
4.12%
Category
17.04%
 

1-Year Return

ATGYX
3.45%
Category
50.44%
 

3-Year Return

ATGYX
1.99%
Category
13.15%
 

5-Year Return

ATGYX
12.04%
Category
13.75%
 

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Holdings: ATGYX

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Sector Weightings

SectorATGYX
Technology   24.05%
Industrials   9.77%
Healthcare   9.40%
Real Estate   8.46%
Utilities   7.93%
Energy   7.61%

Recent News: ATGYX

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Research Reports: ATGYX

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