FBPEX Mutual Fund
FBPEX Mutual Fund
Cantor Fitzgerald Equity Dividend Plus Fund Institutional Class
FBPEX Mutual Fund Overview
FBPEX Mutual Fund (Cantor Fitzgerald Equity Dividend Plus Fund Institutional Class) is managed by Flippin, Bruce & Porter with $97.8M in net assets. FBPEX expense ratio is 1.01%, holding 76 positions across sectors including Financials, Unknown, Health Care. Inception date: 1993-07-30.
FBPEX performance shows a YTD return of 9.83%. The 1-year return is 16.75% and the 5-year return is 7.85%. FBPEX dividend yield stands at 9.00%, paid quarterly.
FBPEX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (10.8%), Cvs Health Corp (3.2%), Exxon Mobil Corp (2.7%), Emerson Electric Co. (2.5%), Wells Fargo & Co (2.4%). View all FBPEX holdings, sector breakdown, or dividend history.
FBPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.