Morningstar

Cantor Fitzgerald Equity Opportunity Fund Institutional Class ATGYX

Morningstar Medalist Rating
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Medalist Rating as of See Cantor Fitzgerald Investment Hub
  • NAV / 1-Day Return $56.47  /  −0.42 %
  • Fund Size $81.8M
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.170%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.18%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis ATGYX

Will ATGYX outperform in the 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 ATGYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ATGYX 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 ATGYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cantor Fitzgerald Equity Opp Inst 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.

by Morningstar Automated Analysis
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Portfolio Holdings ATGYX

More ATGYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Valero Energy Corp

4.01 3M
Energy

Arista Networks Inc

3.76 3M
Technology

Brinker International Inc

3.74 3M
Consumer Cyclical

Aveanna Healthcare Holdings Inc

3.65 3M
Healthcare

MetLife Inc

3.45 3M
Financial Services

Quanta Services Inc

3.42 3M
Industrials

Elastic NV

3.36 3M
Technology

AZZ Inc

3.15 3M
Industrials

Barrick Mining Corp

2.99 2M
Basic Materials

Comfort Systems USA Inc

2.99 2M
Industrials

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