Cantor Fitzgerald 20 Plus Years Moderate (S:0P0000O4CE)
46.51
+0.92
(+2.01%)
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 | 37.24% | 678.84 | -1.54% |
| Invesco QQQ Trust, Series 1 | 11.76% | 598.02 | -1.66% |
| Vanguard Developed Markets Index Fund ETF | 11.16% | 65.84 | -4.60% |
| iShares 3-7 Year Treasury Bond ETF | 10.50% | 119.74 | -0.12% |
| Vanguard Mortgage-Backed Secs Idx Fund ETF | 6.30% | 47.36 | -0.17% |
| iShares Core S&P Mid-Cap ETF | 6.27% | 70.15 | -2.70% |
| Vanguard Emerging Markets Stock Index Fund ETF | 5.86% | 54.70 | -4.43% |
| AltShares Merger Arbitrage ETF | 4.00% | 29.17 | 0.14% |
| State Street SPDR Portfolio Int Term Corp Bd ETF | 3.15% | 33.84 | -0.16% |
| iShares Core S&P Small-Cap ETF | 1.71% | 127.80 | -2.13% |
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 | -- |