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Cantor Fitzgerald Equity Opp Inst (ATGYX)
38.29
+0.11
+(0.29%)
At close: 4:46:09 PM EDT
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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
View MoreTrailing returns as of 4/15/2025. Category is Mid-Cap Blend.
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Holdings: ATGYX
View MoreSector Weightings
SectorATGYX
Technology 24.05%
Financial Services 15.00%
Industrials 9.77%
Healthcare 9.40%
Real Estate 8.46%
Communication Services 8.24%
Utilities 7.93%
Energy 7.61%
Basic Materials 3.65%
Consumer Cyclical 3.36%
Consumer Defensive 2.53%
Recent News: ATGYX
View MoreResearch Reports: ATGYX
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