Nasdaq - Delayed Quote USD

Cantor Fitzgerald Equity Div Plus Inst (FBPEX)

26.67
0.00
(0.00%)
At close: 8:06:58 AM EST

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • UBS Financial Services Inc
  • Protected Investors of America
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • T. Rowe Price
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Federated TrustConnect
  • SunGard Transaction Network
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Mid Atlantic Capital Group
  • Bear Stearns
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • DailyAccess Corporation Mid-Atlantic
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)

Fund Summary

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.

Fund Overview

Category Derivative Income
Fund Family Cantor
Net Assets 60.44M
YTD Return 2.91%
Yield 3.31%
Morningstar Rating
Inception Date Jul 30, 1993

Performance & Risk

YTD Return 3.49%
5y Average Return 8.60%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

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