FBPGX Mutual Fund

FBPGX Mutual Fund (Cantor Fitzgerald Equity Dividend Plus Fund Class A) is managed by Flippin, Bruce & Porter with $466,336.69 in net assets. FBPGX expense ratio is 1.26%, holding 76 positions across sectors including Financials, Health Care, Energy. Inception date: 2023-07-31.

FBPGX performance shows a YTD return of 16.70%. The 1-year return is 22.64% and the 5-year return is 9.96%. FBPGX dividend yield stands at 8.49%, paid quarterly.

FBPGX 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 FBPGX holdings, FBPGX sectors, or FBPGX dividends.

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