Morningstar

Cantor Fitzgerald International Eq A CFIOX

Morningstar Medalist Rating
Medalist Rating as of | See Cantor Fitzgerald Investment Hub
  • NAV / 1-Day Return 11.99  /  +2.04 %
  • Total Assets —
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CFIOX

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

  • People Pillar

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

Strength in Cantor Fitzgerald International Eq A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFIOX

More CFIOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kinross Gold Corp

3.46 394,110
Basic Materials

Sumitomo Mitsui Financial Group Inc

3.36 382,759
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.15 358,128
Technology

Mitsubishi Heavy Industries Ltd

2.98 339,233
Industrials

Novo Nordisk A/S Class B

2.96 336,540
Healthcare

Quanta Computer Inc

2.86 325,016
Technology

Compagnie de Saint-Gobain SA

2.81 320,154
Industrials

Banco Santander SA

2.66 303,121
Financial Services

UBS Group AG

2.65 301,516
Financial Services

Allianz SE

2.63 299,855
Financial Services

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