Cantor Fitzgerald Equity Dividend Plus Fund Institutional Class (FBPEX)

Overview

The described fund is structured to cater to investors seeking a balanced approach to capital appreciation and income generation, primarily through investments in undervalued equity securities that offer promising dividend yields. With a strategic focus on companies exhibiting potential for both dividend growth and capital appreciation, the fund positions itself as a competitive option for investors aiming to diversify their portfolios. The fund commits to directing at least 80% of its net assets toward equity securities of dividend-paying companies, ensuring a steady adherence to its income-generating objective. This disciplined investment approach, centered on undervalued assets, seeks to provide a sustainable and growth-oriented income stream, marking it as an appealing choice for income-focused investors with a prudent appreciation for value investing.

Products and Services

• Diversified Portfolio of Equity Securities - The fund invests in a diverse array of equity securities, prioritizing those that are undervalued yet offer above-average dividend yields. This strategy is aimed at maximizing returns through careful selection of stocks that are not just high in dividend yield but also have the potential for capital appreciation, ensuring a balanced risk-return profile for the investor.
• Focus on Dividend-Paying Companies - Consistent with its income-generation goals, the fund specifically targets companies that have announced dividend-paying programs. This focus ensures a steady income stream for the fund's portfolio, attracting investors who are seeking a reliable source of dividends in addition to potential stock value growth.