Cantor Fitzgerald 20 Plus Yrs Aggressive (S:0P0000O4CD)
52.69
+1.22
(+2.38%)
USD |
Jan 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core S&P 500 ETF | 39.25% | 685.42 | -0.58% |
| Invesco QQQ Trust, Series 1 | 12.40% | 603.68 | -0.73% |
| Vanguard Developed Markets Index Fund ETF | 11.76% | 66.90 | -3.06% |
| iShares 3-7 Year Treasury Bond ETF | 8.50% | 119.91 | 0.03% |
| iShares Core S&P Mid-Cap ETF | 6.61% | 71.10 | -1.39% |
| Vanguard Emerging Markets Stock Index Fund ETF | 6.18% | 55.44 | -3.14% |
| Vanguard Mortgage-Backed Secs Idx Fund ETF | 5.10% | 47.43 | -0.02% |
| AltShares Merger Arbitrage ETF | 4.00% | 29.17 | 0.14% |
| State Street SPDR Portfolio Int Term Corp Bd ETF | 2.55% | 33.91 | 0.03% |
| iShares Core S&P Small-Cap ETF | 1.80% | 129.82 | -0.58% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |