About FBPGX
Cantor Fitzgerald Equity Dividend Plus Fund Class A is an actively managed mutual fund focused on generating above-average and growing income, while also aiming for long-term capital appreciation. The fund primarily invests in a diversified portfolio of large-cap, value-oriented, dividend-paying U.S. companies and employs a conservative covered call writing strategy to enhance portfolio income further. This dual approach helps the fund offer attractive cash flows, inflation protection, and a competitive total return profile over full market cycles. Key sectors represented include financial services, healthcare, industrials, consumer defensive, technology, and energy, with holdings in well-established corporations such as CVS Health, JPMorgan Chase, United Parcel Service, and Shell PLC. The management team boasts decades of industry experience and utilizes both quantitative and fundamental analysis for portfolio construction. Recognized for its strong management and disciplined investment process, the fund plays a notable role in the derivative income category, serving investors seeking steady income and dividend growth within a large-cap equity framework.
Fund Family Cantor
Category Derivative Income
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol FBPGX
FBPGX had a total return of 17.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 28.25%.
