ATGAX – Cantor Fitzgerald Equity Opp A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests primarily in equity securities of U.S. issuers. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the fund’s 80% policy.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ATGYX	Cantor Fitzgerald Equity Opportunity Fund Institutional Class	Institutional	Open			May 1, 1996	$40.35M	1.170%	High	$0	$1.42M
ATGAX	Cantor Fitzgerald Equity Opportunity Fund Class A	Front Load	Open			Jul 22, 1994	$43.33M	1.420%	High	$1,000	−$7.12M

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