Nasdaq - Delayed Quote USD

Cantor Fitzgerald Large Cap Fcs Cl R6 (FICIX)

11.61 -0.05 (-0.43%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.55%
5y Average Return 14.47%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2024) 39.25%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 39.25%
Worst 3Y Total Return 6.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FICIX
Category
YTD
10.27%
12.38%
1-Month
1.42%
5.09%
3-Month
10.27%
10.28%
1-Year
28.68%
41.70%
3-Year
11.46%
22.56%
5-Year
16.02%
21.98%
10-Year
13.93%
15.99%
Last Bull Market
53.68%
25.99%
Last Bear Market
-19.20%
-17.29%

Annual Total Return (%) History

Year
FICIX
Category
2024
--
--
2023
29.07%
--
2022
-24.32%
--
2021
39.25%
--
2020
28.71%
35.86%
2019
24.56%
31.90%
2018
-3.58%
-2.09%
2017
32.72%
27.67%

2016
4.14%
3.23%
2015
3.33%
3.60%
2014
13.60%
10.00%
2013
--
33.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.27% -- -- --
2023 10.60% 8.45% -3.23% 11.19%
2022 -11.09% -19.20% -4.02% 9.75%
2021 8.32% 12.33% 2.75% 11.38%
2020 -16.43% 25.50% 7.95% 13.68%
2019 14.38% -0.39% -1.74% 11.26%
2018 0.08% 6.06% 7.79% -15.73%
2017 8.48% 4.51% 8.19% 8.21%
2016 -2.15% 0.46% 4.29% 1.59%
2015 4.63% 0.32% -5.69% 4.38%

2014 2.10% 3.93% -0.54% 7.64%
2013 7.79% 13.05% -- --

Rank in Category (By Total Return)

YTD 70
1-Month 83
3-Month 70
1-Year 84
3-Year 20
5-Year 36

Load Adjusted Returns

1-Year 28.68%
3-Year 11.46%
5-Year 16.02%
10-Year 13.93%

Performance & Risk

YTD Return 5.55%
5y Average Return 14.47%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Cantor
Net Assets 416.14M
YTD Return 10.27%
Yield 0.37%
Morningstar Rating
Inception Date Oct 25, 2000

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in large cap equity securities. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's sub-advisor believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.

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