Cantor Fitzgerald Large Cap Focused Fund
A mutual fund
FOR INQUIRIES ABOUT FUND ACCOUNTS, STATEMENTS AND DOCUMENTS:
Investors
If you are an investor, please contact your financial advisor for more information about the Fund.
FINANCIAL PROFESSIONALS:
- Prospectus
- Summary Prospectus
- Statement of Additional Information
- Fact Sheet
- Estimated 2024 Income and Capital Gains Information
- Fund Holdings - 12.31.24
- Fund Holdings – 6.30.2024
- Fund Holdings - 12.31.23
- Fund Holdings - 6.30.23
- Fund Holdings - 3.31.23
- Fund Holdings - 12.31.22
- Quarterly Commentary
- Account Application
- Education Savings Account Form
- Individual Retirement Custodial Account Adoption Agreement
- Individual Retirement Transfer of Assets Form
- Non-Qualified Transfer of Assets Form
- SIMPLE IRA Custodial Account Adoption Agreement (Load)
- SIMPLE IRA Custodial Account Adoption Agreement (No Load)
- Roth IRA Custodial Agreement and Disclosure Statement
- Traditional IRA Custodial Agreement and Disclosure Statement
- SIMPLE IRA Custodial Agreement and Disclosure Statement
- Education Savings Account Custodial Agreement and Disclosure Statement
- Supplemental Tax Information
- Annual Report
- Semi-Annual Report
- Annual Report of Proxy Voting Record
Investors should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund and should be read carefully before investing. The prospectus may be obtained at (833) 764-2266.
Ultimus Fund Distributors, LLC (225 Pictoria Drive Suite 450 Cincinnati, OH 45246, Member FINRA) is the distributor of the Fund.
Cantor Fitzgerald & Co. (Member FINRA/SIPC), is the exclusive wholesale agent for the Fund.
Cantor Fitzgerald & Co. and Ultimus Fund Distributors, LLC are not affiliated.
Not a Deposit | May Lose Value | No Bank Guarantee
Not Insured by the FDIC, NCUA or any Other Government Agency.
17844931-UFD 01/31/2024
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