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.
Cantor Fitzgerald Equity Opportunity Fund Institutional Class ATGYX
- NAV / 1-Day Return 56.69 / −0.14 %
- Total Assets 80.1M
-
Adj. Expense Ratio
1.170%
- Expense Ratio 1.170%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.18%
- Turnover 17%
USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:46 AM GMT+0
Morningstar’s Analysis ATGYX
Will ATGYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Coherent Corp | 4.85 | 4M | Technology |
Quanta Services Inc | 4.25 | 3M | Industrials |
Comfort Systems USA Inc | 4.04 | 3M | Industrials |
ARM Holdings PLC ADR | 3.86 | 3M | Technology |
AZZ Inc | 3.84 | 3M | Industrials |
Cboe Global Markets Inc | 3.32 | 3M | Financial Services |
Arista Networks Inc | 3.25 | 3M | Technology |
MetLife Inc | 3.18 | 2M | Financial Services |
Cadence Design Systems Inc | 3.07 | 2M | Technology |
Barrick Mining Corp | 3.02 | 2M | Basic Materials |
United States