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Cantor FBP Appreciation & Income Opps FBPBX

Quantitative rating as of
  • NAV / 1-Day Return 20.82  /  0.73 %
  • Total Assets 33.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.070%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.61%
  • Turnover 16%

Morningstar’s Analysis FBPBX

Will FBPBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Cantor FBP Appreciation & Income Opps's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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