Cantor Fitzgerald Equity Opp Inst (ATGYX)

Fund Assets	81.35M
Expense Ratio	1.198%
Min. Investment	$0.00
Turnover	17.00%
Dividend (ttm)	0.11
Dividend Yield	0.19%
Dividend Growth	-3.12%
Payout Frequency	n/a
Ex-Dividend Date	Dec 29, 2025

Previous Close	57.21
YTD Return	22.98%
1-Year Return	20.94%
5-Year Return	38.55%
52-Week Low	46.47
52-Week High	60.24
Beta (5Y)	1.04
Holdings	46
Inception Date	May 1, 1996

About ATGYX

Cantor Fitzgerald Equity Opportunity Fund Institutional Class is a mutual fund focused on capital appreciation through investment in equity securities of U.S. issuers. The fund typically allocates at least 80% of its net assets to equities, emphasizing a blend of mid-cap stocks but also investing across a variety of company sizes and styles. Its portfolio strategy targets a balanced mix—avoiding extreme growth or value biases—to capture opportunities across different sectors, including technology, healthcare, utilities, financial services, real estate, and communication services. As part of the mid-cap blend category, the fund seeks to provide shareholders with diversified exposure to companies that sit in the middle capitalization range of the U.S. equity market, aiming for a profile that is neither overly aggressive nor strictly conservative. Managed by a team of professionals at Cantor Fitzgerald, this fund is designed for institutional investors seeking a strategic approach to U.S. equity markets, with historical performance metrics benchmarked against indices like the Russell 2000 and category averages, highlighting its active management and market relevance.

• Fund Family: Cantor
• Category: Mid-Cap Blend
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: ATGYX
• Share Class: Institutional Class
• Index: CRSP US Mid Cap TR

Performance

ATGYX had a total return of 20.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.43%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VIMSX	Vanguard	Vanguard MStar Mid Cap Index Investor	0.17%
VIMAX	Vanguard	Vanguard Morningstar Mid-Cap Index Fund Admiral Shares	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
ATGAX	Class A	1.42%
ATGHX	Class R6	1.12%

Top 10 Holdings

33.54% of assets

Name	Symbol	Weight
Quanta Services, Inc.	PWR	3.82%
Brinker International, Inc.	EAT	3.56%
Valero Energy Corporation	VLO	3.55%
MetLife, Inc.	MET	3.55%
Arista Networks, Inc.	ANET	3.52%
Comfort Systems USA, Inc.	FIX	3.40%
AZZ Inc.	AZZ	3.38%
Cboe Global Markets, Inc.	CBOE	2.96%
Rockwell Automation, Inc.	ROK	2.95%
Covista Inc.	CVSA	2.84%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 29, 2025	$0.1073	Dec 30, 2025
Dec 10, 2025	$2.1877	Dec 11, 2025
Dec 10, 2024	$9.8243	Dec 10, 2024
Jun 28, 2024	$0.11076	Jun 28, 2024
Dec 5, 2022	$3.7142	Dec 5, 2022
Dec 3, 2020	$2.40935	Dec 3, 2020

Data Sources: S&P Global Market Intelligence, Twelve Data, and more

Historical data is provided by S&P Global Market Intelligence. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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