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Morningstar

Cantor Fitzgerald International Eq Inst CFIKX

Morningstar Medalist Rating
Medalist Rating as of | See Cantor Fitzgerald Investment Hub
  • NAV / 1-Day Return 11.23  /  +0.63 %
  • Total Assets —
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CFIKX

Will CFIKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFIKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFIKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFIKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Cantor Fitzgerald International Eq Inst's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFIKX

More CFIKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Quanta Computer Inc

3.08 320,260
Technology

UBS Group AG

2.97 309,052
Financial Services

Novo Nordisk A/S Class B

2.83 294,351
Healthcare

Allianz SE

2.73 284,357
Financial Services

InterContinental Hotels Group PLC

2.69 279,581
Consumer Cyclical

Compagnie de Saint-Gobain SA

2.64 275,089
Industrials

Eni SpA

2.62 272,751
Energy

Kia Corp

2.58 269,043
Consumer Cyclical

Mitsubishi Heavy Industries Ltd

2.57 267,860
Industrials

Coca-Cola Europacific Partners PLC

2.53 263,623
Consumer Defensive