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Nasdaq - Delayed Quote USD

Cantor Fitzgerald Large Cap Fcs Cl A (FICGX)

11.12
+0.95
+(9.34%)
At close: 8:03:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -15.11%
5y Average Return 15.41%
Number of Years Up 19
Number of Years Down 5
Best 1Y Total Return (Apr 8, 2025) 38.80%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 38.80%
Worst 3Y Total Return 6.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FICGX
Category
YTD
-5.43%
12.38%
1-Month
-6.75%
5.09%
3-Month
-5.43%
10.28%
1-Year
6.23%
41.70%
3-Year
8.54%
22.56%
5-Year
19.34%
21.98%
10-Year
12.50%
15.99%
Last Bull Market
21.77%
25.99%
Last Bear Market
-19.28%
-17.29%

Annual Total Return (%) History

Year
FICGX
Category
2025
--
--
2024
23.81%
--
2023
28.68%
--
2022
-24.65%
--
2021
38.80%
--
2020
28.26%
35.86%
2019
24.14%
31.90%
2018
-3.95%
-2.09%

2017
32.16%
27.67%
2016
3.69%
3.23%
2015
2.81%
3.60%
2014
13.15%
10.00%
2013
33.09%
33.92%
2012
12.81%
15.34%
2011
4.67%
-2.46%
2010
20.29%
15.53%
2009
9.09%
35.68%
2008
-41.77%
-40.67%
2007
12.48%
13.35%
2006
5.61%
7.05%
2005
8.20%
6.71%
2004
12.52%
7.81%
2003
32.00%
28.66%
2002
-23.74%
-27.64%
2001
-15.09%
-22.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.43% -- -- --
2024 10.23% 1.96% 4.29% 5.63%
2023 10.59% 8.35% -3.39% 11.16%
2022 -11.22% -19.28% -4.06% 9.60%
2021 8.20% 12.22% 2.68% 11.32%
2020 -16.52% 25.42% 7.81% 13.63%
2019 14.22% -0.40% -1.87% 11.20%
2018 0.00% 5.95% 7.67% -15.80%
2017 8.33% 4.50% 8.08% 8.01%
2016 -2.27% 0.47% 4.07% 1.48%

2015 4.58% 0.16% -5.83% 4.22%
2014 2.01% 3.85% -0.72% 7.58%
2013 8.55% 0.94% 7.57% 12.92%
2012 15.11% -5.38% 5.42% -1.75%
2011 10.09% 2.87% -16.09% 10.14%
2010 4.89% -10.54% 11.78% 14.68%
2009 -9.49% 5.02% 10.81% 3.56%
2008 -13.69% 0.00% -10.80% -24.36%
2007 0.67% 7.96% 4.61% -1.07%
2006 4.11% -4.99% 1.31% 5.38%
2005 -5.97% 5.23% 4.38% 4.76%
2004 4.22% 4.42% -5.57% 9.49%
2003 -3.30% 18.17% 2.74% 12.44%
2002 -1.72% -16.19% -14.17% 7.88%
2001 -18.47% 10.77% -18.58% 15.47%

Rank in Category (By Total Return)

YTD 15
1-Month 20
3-Month 15
1-Year 35
3-Year 44
5-Year 19

Load Adjusted Returns

1-Year 0.12%
3-Year 6.42%
5-Year 17.94%
10-Year 11.83%

Performance & Risk

YTD Return -15.11%
5y Average Return 15.41%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Cantor
Net Assets 457.68M
YTD Return -5.43%
Yield 0.00%
Morningstar Rating
Inception Date Apr 03, 2013

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in large cap equity securities. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's sub-advisor believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.

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