FBPEX Mutual Fund

FBPEX Mutual Fund (Cantor Fitzgerald Equity Dividend Plus Fund Institutional Class) is managed by Flippin, Bruce & Porter with $97.1M in net assets. FBPEX expense ratio is 1.01%, holding 78 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1993-07-30.

FBPEX performance shows a YTD return of 20.06%. The 1-year return is 22.49% and the 5-year return is 9.20%. FBPEX dividend yield stands at 8.32%, paid quarterly.

FBPEX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (4.8%), Hewlett Packard Enterprise Co (4.5%), Texas Instrument Inc (3.3%), Emerson Electric Co. (2.8%), United Parcel Service, Inc (2.6%). 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.