ATGAX Mutual Fund

ATGAX Mutual Fund (Cantor Fitzgerald Equity Opportunity Fund Class A Shares) is managed by Cantor Fitzgerald with $43.1M in net assets. ATGAX expense ratio is 1.42%, holding 47 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1994-07-22.

ATGAX performance shows a YTD return of 22.75%. The 1-year return is 26.80% and the 5-year return is 9.62%. ATGAX dividend yield stands at 4.67%, paid annually.

ATGAX top holdings include Quanta Services Inc (3.8%), Brinker International, Inc. (3.6%), Metlife Inc. (3.5%), Valero Energy (3.5%), Arista Networks Inc Common Stock (3.5%). Go to all ATGAX holdings, ATGAX sectors, or ATGAX dividends.

ATGAX can be compared against other funds. Use ATGAX overlap to find shared positions, or ATGAX vs another fund for a side-by-side view. ATGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.