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Nasdaq - Delayed Quote USD
Cantor Fitzgerald Equity Div Plus Inst (FBPEX)
26.51
-0.10
(-0.38%)
At close: 8:03:47 PM EDT
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26.61 - YTD Return 5.70%
- Expense Ratio 0.99%
- Category Derivative Income
- Last Cap Gain 33.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 64.13M
- Beta (5Y Monthly) 0.74
- Yield 3.23%
- 5y Average Return --
- Holdings Turnover 20.00%
- Last Dividend 0.26
- Inception Date Jul 30, 1993
The fund seeks to achieve its objective by investing in a diversified portfolio comprised primarily of above-average dividend-yielding, undervalued equity securities with capital appreciation and dividend growth potential. Under normal circumstances, at least 80% of the fund’s net assets will be invested in equity securities of companies that have announced dividend paying programs at the time such companies’ equity securities are purchased.
Cantor
Fund Family
Derivative Income
Fund Category
64.13M
Net Assets
1993-07-30
Inception Date
Performance Overview: FBPEX
View MoreTrailing returns as of 3/31/2025. Category is Derivative Income.
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Holdings: FBPEX
View MoreSector Weightings
SectorFBPEX
Financial Services 16.59%
Consumer Defensive 15.17%
Healthcare 14.52%
Energy 12.13%
Industrials 10.24%
Technology 9.23%
Consumer Cyclical 6.61%
Communication Services 5.36%
Utilities 5.28%
Basic Materials 3.52%
Real Estate 1.35%
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