Cantor Fitzgerald Equity Opp Inst (ATGYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

58.66

+0.65 (1.12%)

Aug 26, 2026, 4:00 PM EST

5.24% (1Y)

Fund Assets	81.19M
Expense Ratio	1.17%
Min. Investment	$0.00
Turnover	17.00%
Dividend (ttm)	0.11
Dividend Yield	0.18%
Dividend Growth	-3.12%
Payout Frequency	n/a
Ex-Dividend Date	Dec 29, 2025

Previous Close	58.01
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	54.77
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

Index CRSP US Mid Cap TR

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%

Top 10 Holdings

34.95% of assets

Name	Symbol	Weight
Quanta Services, Inc.	PWR	4.13%
Coherent Corp.	COHR	4.11%
Comfort Systems USA, Inc.	FIX	3.91%
Arm Holdings plc	ARM	3.73%
AZZ Inc.	AZZ	3.63%
Arista Networks, Inc.	ANET	3.33%
MetLife, Inc.	MET	3.13%
Rockwell Automation, Inc.	ROK	3.05%
Valero Energy Corporation	VLO	2.96%
Cadence Design Systems, Inc.	CDNS	2.95%

View More Holdings

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

Full Dividend History