About ATGAX
Cantor Fitzgerald Equity Opportunity Fund Class A is an open-end mutual fund focused on capital appreciation through active investment in equity securities, primarily of U.S. companies. Classified as a mid-cap blend portfolio, the fund seeks to identify firms that exhibit positive change—such as improving cash flows, hidden value, high-quality management, and robust business models—traits believed to position them for earnings growth that may outpace market expectations. While the fund invests across various market capitalizations, it typically maintains a significant allocation to mid-cap stocks, providing balanced exposure between growth and value strategies. Its diversified holdings span multiple sectors, including technology, healthcare, financial services, utilities, and real estate, with a concentration in its top ten holdings. The fund operates with a front-load share structure and targets investors looking for strategic opportunities within the dynamic mid-cap segment. As a part of Cantor Fitzgerald’s suite of equity strategies, this fund plays a role in offering investors diversified access to U.S. equities with a disciplined approach to uncovering potential outperformers in the marketplace.
Fund Family Cantor
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ATGAX
Share Class Class A
Index CRSP US Mid Cap TR
ATGAX had a total return of 25.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.19%.
