Morningstar

Cantor Fitzgerald Large Cap Fcs Cl Inst FICHX

Morningstar Medalist Rating
Medalist Rating as of | See Cantor Fitzgerald Investment Hub
  • NAV / 1-Day Return 12.69  /  −0.39 %
  • Total Assets 444.8 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.34%
  • Turnover 33%

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

Morningstar’s Analysis FICHX

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

  • People Pillar

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

A sound investment process and strong management team underpin Cantor Fitzgerald Large Cap Fcs Cl Inst's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FICHX

More FICHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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