FBPEX Mutual Fund

FBPEX Mutual Fund (Cantor Fitzgerald Equity Dividend Plus Fund Institutional Class) is managed by Flippin, Bruce & Porter with $99.3M in net assets. FBPEX expense ratio is 1.01%, holding 76 positions across sectors including Financials, Health Care, Energy. Inception date: 1993-07-30.

FBPEX performance shows a YTD return of 16.93%. The 1-year return is 22.87% and the 5-year return is 9.09%. FBPEX dividend yield stands at 8.55%, paid quarterly.

FBPEX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (10.8%), Cvs Health Corp. (3.2%), Exxon Mobil Corp. (2.7%), Emerson Electric Co. (2.5%), Wells Fargo & Co. (2.4%). Go to all FBPEX holdings, FBPEX sectors, or FBPEX dividends.

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