About this Fund
Cantor Fitzgerald Variable Insurance Trust is a leading mutual fund company specializing in asset management and investment solutions, catering to a diverse range of investors seeking to grow their wealth through strategic portfolio management. With a strong focus on providing innovative and competitive financial products, the company offers a broad spectrum of mutual funds, including equity, debt, and hybrid funds, designed to meet the unique needs and risk tolerance of individual and institutional investors. By leveraging its expertise in wealth management, Cantor Fitzgerald Variable Insurance Trust enables investors to navigate complex financial markets and achieve their long-term investment objectives, whether through systematic investment plans (SIPs) or lump sum investments.
The company's investment approach is centered on a rigorous research process, combining both qualitative and quantitative analysis to identify high-growth potential opportunities and mitigate potential risks. Cantor Fitzgerald Variable Insurance Trust's experienced team of portfolio managers and analysts work closely together to craft well-diversified portfolios that balance risk and return, ensuring that investors' assets are managed with the utmost care and prudence. The company's investor-centric approach emphasizes transparency, flexibility, and personalized service, allowing investors to make informed decisions about their investments and stay updated on market trends and performance. By prioritizing investor trust and satisfaction, Cantor Fitzgerald Variable Insurance Trust has established a strong reputation in the mutual fund industry, attracting a loyal client base that values the company's commitment to delivering exceptional investment results and wealth management solutions.
Cantor Fitzgerald Variable Insurance Trust's comprehensive suite of mutual funds is designed to accommodate various investor profiles and goals, from conservative debt funds to more aggressive equity funds, as well as hybrid funds that combine the benefits of both asset classes. The company's investment products are tailored to address the unique requirements of individual investors, retirement plans, and institutional clients, providing a flexible and adaptive approach to wealth management. With a deep understanding of the complexities of financial markets and a proven track record of navigating changing market conditions, Cantor Fitzgerald Variable Insurance Trust has earned the trust of investors seeking a reliable and experienced partner to manage their investments and help them achieve their financial aspirations. By focusing on long-term growth, risk management, and exceptional client service, the company continues to build strong relationships with its investors, setting a high standard for the mutual fund industry and reinforcing its position as a trusted leader in asset management and investment solutions.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
1 positions
| # |
Security Name |
CUSIP |
Asset Type |
Weight % |
Value ($M) |
Quantity |
| 1 |
BMO
BANK OF MONTREAL
Since 2026-05-10
|
06367UEX1 |
SN |
4.17%
|
$28.55 |
26,300,000 |
Frequently Asked Questions — Cantor Fitzgerald Variable Insurance Trust
What type of mutual fund is Cantor Fitzgerald Variable Insurance Trust?
Cantor Fitzgerald Variable Insurance Trust is a SEC-registered Equity fund, with $685M in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, Cantor Fitzgerald Variable Insurance Trust holds 1 portfolio positions, all detailed in the holdings table on this page.
What are Cantor Fitzgerald Variable Insurance Trust's assets under management (AUM)?
Cantor Fitzgerald Variable Insurance Trust has $685M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Cantor Fitzgerald Variable Insurance Trust's top holdings?
According to Cantor Fitzgerald Variable Insurance Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
BANK OF MONTREAL
.
The complete list of all 1 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Cantor Fitzgerald Variable Insurance Trust's expense ratio?
Expense ratio data for Cantor Fitzgerald Variable Insurance Trust is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Cantor Fitzgerald Variable Insurance Trust's SEC filings?
Cantor Fitzgerald Variable Insurance Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000941568.
You can access all of Cantor Fitzgerald Variable Insurance Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0000941568).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Cantor Fitzgerald Variable Insurance Trust's holdings data on StockSifting?
Holdings data for Cantor Fitzgerald Variable Insurance Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.