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FBPEX
Mutual Fund ticker: NASDAQ
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FBPEX price forecast, quote, news & analysis

Category: @Trading
A.I.Advisor
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Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), International Business Machines Corp (NYSE:IBM), CVS HEALTH Corp (NYSE:CVS), Simon Property Group (NYSE:SPG), Prudential Financial (NYSE:PRU).

Industry description

The investment seeks to provide above-average and growing income, and, secondarily, seeks to achieve long-term growth of capital. The fund seeks to achieve its objective by investing in a diversified portfolio comprised primarily of above-average dividend-yielding, undervalued equity securities with capital appreciation and dividend growth potential. Under normal circumstances, at least 80% of the fund’s net assets will be invested in equity securities of companies that have announced dividend paying programs at the time such companies’ equity securities are purchased.

Market Cap

The average market capitalization across the Cantor Fitzgerald Equity Div Plus Inst MF is 258.68B. The market cap for tickers in the group ranges from 10.89B to 810.72B. AVGO holds the highest valuation in this group at 810.72B. The lowest valued company is TPR at 10.89B.

Volume

The average weekly volume growth across all stocks in the Cantor Fitzgerald Equity Div Plus Inst MF was -51%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 44
P/E Growth Rating: 42
Price Growth Rating: 35
SMR Rating: 55
Profit Risk Rating: 33
Seasonality Score: 46 (-100 ... +100)
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General Information

Category Trading

Profile
Fundamentals
Details
Category
Derivative Income
Address
C/O Ultimus Fund Solutions, LLC225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
www.fbpfunds.com