Cantor Fitzgerald Equity Opp A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Cantor Fitzgerald Equity Opportunity Fund Class A ATGAX
- NAV / 1-Day Return 45.43 / −2.74 %
- Total Assets 77.1M
-
Adj. Expense Ratio
1.420%
- Expense Ratio 1.420%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.02%
- Turnover 17%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:37 AM GMT+0
Morningstar’s Analysis ATGAX
Will ATGAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ATGAX 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 ATGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Comfort Systems USA Inc | 4.89 | 4M | Industrials |
Quanta Services Inc | 4.55 | 3M | Industrials |
Coherent Corp | 4.49 | 3M | Technology |
AZZ Inc | 4.25 | 3M | Industrials |
Cboe Global Markets Inc | 4.03 | 3M | Financial Services |
Arista Networks Inc | 3.69 | 3M | Technology |
MetLife Inc | 3.23 | 2M | Financial Services |
Valero Energy Corp | 3.13 | 2M | Energy |
First Horizon Corp | 3.02 | 2M | Financial Services |
Barrick Mining Corp | 2.92 | 2M | Basic Materials |
United States