Skip to Content

Cantor FBP Appreciation & Income Opps FBPBX

Quantitative rating as of
NAV / 1-Day Return
20.38  /  0.25 %
Total Assets
32.2 Mil
Adj. Expense Ratio
Expense Ratio
1.070%
Distribution Fee Level
High
Share Class Type
No Load
Category
Allocation—70% to 85% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.40%
Turnover
16%

Morningstar’s Analysis FBPBX

Will FBPBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

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.

Unlock our full analysis with Morningstar Investor