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FBPEX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$26.43
Change
-$0.27 (-1.01%)
Net Assets
67.34M

FBPEX Cantor Fitzgerald Equity Div Plus Inst Forecast, Technical & Fundamental Analysis

The investment seeks to provide above-average and growing income, and, secondarily, seeks to achieve long-term growth of capital... Show more

Category: #Trading
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A.I.Advisor
published Highlights

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 308.85B. The market cap for tickers in the group ranges from 10.89B to 1.17T. AVGO holds the highest valuation in this group at 1.17T. 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 -11%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -63%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 34
Price Growth Rating: 31
SMR Rating: 46
Profit Risk Rating: 23
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Derivative Income
Address
C/O Ultimus Fund Solutions, LLC225 Pictoria Drive, Suite 450Cincinnati
Phone
866-738-1126
Web
www.jamestownfunds.com
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FBPEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FBPEX has been closely correlated with BHEIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if FBPEX jumps, then BHEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FBPEX
1D Price
Change %
FBPEX100%
-1.01%
BHEIX - FBPEX
88%
Closely correlated
-1.09%
BMCIX - FBPEX
87%
Closely correlated
-1.12%
FFMMX - FBPEX
85%
Closely correlated
-0.77%
FFFMX - FBPEX
84%
Closely correlated
-0.79%
VVIAX - FBPEX
83%
Closely correlated
-0.81%
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