Morningstar

Cantor Fitzgerald Large Cap Focused Fund Class A FICGX

Morningstar Medalist Rating
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Medalist Rating as of See Cantor Fitzgerald Investment Hub
  • NAV / 1-Day Return $15.86  /  −0.38 %
  • Fund Size $897.5M
  • Adjusted Expense Ratio 1.180%
  • Net Expense Ratio 1.170%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis FICGX

Will FICGX 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 FICGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cantor Fitzgerald Large Cap Fcs Cl A 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
Rated on Published on

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Portfolio Holdings FICGX

More FICGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.26 36M
Technology

Alphabet Inc Class A

4.14 35M
Communication Services

Broadcom Inc

4.09 35M
Technology

Apple Inc

3.95 34M
Technology

Parker Hannifin Corp

3.74 32M
Industrials

Arista Networks Inc

3.58 30M
Technology

Salesforce Inc

3.50 30M
Technology

Comfort Systems USA Inc

3.30 28M
Industrials

Advanced Micro Devices Inc

3.18 27M
Technology

Okta Inc Class A

3.14 27M
Technology

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