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FBPGX Cantor Fitzgerald Equity Dividend Plus A 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 Wells Fargo & Co (NYSE:WFC), Texas Instruments (NASDAQ:TXN), CVS HEALTH Corp (NYSE:CVS), US Bancorp (NYSE:USB), United Parcel Service (NYSE:UPS), Hewlett Packard Enterprise Company (NYSE:HPE).

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 Dividend Plus A MF is 294.98B. The market cap for tickers in the group ranges from 15.1B to 253.53B. WFC holds the highest valuation in this group at 253.53B. The lowest valued company is SWK at 15.1B.

Volume

The average weekly volume growth across all stocks in the Cantor Fitzgerald Equity Dividend Plus A MF was -4%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 41
P/E Growth Rating: 51
Price Growth Rating: 38
SMR Rating: 44
Profit Risk Rating: 39
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
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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FBPGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FBPGX has been closely correlated with BHEIX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if FBPGX jumps, then BHEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FBPGX
1D Price
Change %
FBPGX100%
+0.55%
BHEIX - FBPGX
87%
Closely correlated
+0.25%
BMCIX - FBPGX
87%
Closely correlated
+0.25%
GSFPX - FBPGX
68%
Closely correlated
+0.29%
GSPQX - FBPGX
68%
Closely correlated
+0.34%
EQTIX - FBPGX
65%
Loosely correlated
+0.60%
More