A strong management team and sound investment process underpin Cantor FBP Appreciation & Income Opps's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
NAV / 1-Day Return
20.38 / 0.25 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—70% to 85% Equity
Investment StyleLarge Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Analysis FBPBX
Will FBPBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.