Cantor Fitzgerald Equity Dividend Plus Fund Institutional Class FBPEX Strategy
Strategy
The investment seeks to provide above-average and growing income, and, secondarily, seeks to achieve long-term growth of capital. The fund seeks to achieve its objective by investing in a diversified portfolio comprised primarily of above-average dividend-yielding, undervalued equity securities with capital appreciation and dividend growth potential. Under normal circumstances, at least 80% of the fund’s net assets will be invested in equity securities of companies that have announced dividend paying programs at the time such companies’ equity securities are purchased.
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Morningstar Rating for Funds
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Medalist Rating
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FBPEX
| Cantor Fitzgerald Equity Dividend Plus Fund Institutional Class | No Load | Open | $98.21M | 1.010% | Low | $5,000 | $9.70M | |||
FBPGX
| Cantor Fitzgerald Equity Dividend Plus Fund Class A | Front Load | Open | $446,443.00 | 1.260% | Below Average | $1,000 | $376,271.73 |