Select Page

BGC Partners, Inc. Deferral Plan for Employees of Cantor
Investment Model Portfolios

--

Investment options of BGC Partners, Inc. Deferral Plan for Employees of Cantor

Total Available Funds: 47
Asset Class Ticker Description
Others
ROOT CASH TD Bank USA Money Mkt Deposit Account Cash Equivalent
Financial LPEIX Alps Listed Private Equity Class A
Moderate Allocation RIDFX American Funds The Income Fund of Amer
Long-Short HSKAX JPMorgan Hibrdg Stat Mkt Neutral Fund
Moderate Allocation LAAIX Leuthold Asset Allocation Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Mkts Fund Class A
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Mkts Portfolio Fund O
US EQUITY
Small Growth ALSAX Alger Smallcap Growth Fund Class A
LARGE GROWTH RGAFX American Funds The Growth Fund of Amer
SMALL VALUE ARSIX Aston/River Road Small Cap Value Fund CL
SMALL BLEND ATASX Aston/Amro Small Cap Fund Class N
US EQUITY BGCP BGCP Stock Portfolio
LARGE GROWTH CVGRX Calamos Growth Fund Class A
LARGE GROWTH CGMFX CGM Focus Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund Class Z
MID-CAP BLEND CRMMX CRM Mid Cap Value Investor
LARGE VALUE DDVAX Delaware Value Fund Class A
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund Class A
LARGE GROWTH FCNTX Fidelity ContraFund
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
LARGE BLEND FSMKX Fidelity Spartan 500 Index Fund Investor
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund Class A
LARGE BLEND JSVAX Janus Contrarian Fund Class T
LARGE GROWTH JARTX Janus Forty Fund Class S
SMALL BLEND KSCIX Keeley Small Cap Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
PACIFIC/ASIA EX-JAPAN STK DPCAX Dreyfus Greater China Fund Class A
Foreign Large Blend DIISX Dreyfus International Stock Index Fund
Foreign Large Growth WBIGX William Blair International Growth N
Foreign Small/Mid Value SGOVX First Eagle Overseas Fund Class A
WORLD STOCK JARFX Janus Global Research Fund Class T
Foreign Large Growth JAOSX Janus Overseas Fund Class T
Foreign Large Value MGIAX MFS International Value Class A
FIXED INCOME
Inflation-Protected Bond IBRIX Blackrock Inflation Protected Bond Investment
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Fund
Intermediate Government FGOBX Federated Government Obligations Fund IS
Intermediate-Term Bond FIIFX Federated interm Corporate Bond Fund
High Yield Bond FAGIX Fidelity Capital & Income Fund Retail
High Yield Bond FAGIX Fidelity Prime Fund Capital Reserves Class
ULTRASHORT BOND GEIIX Goldman Sachs Enhanced Income Fund Class
High Yield Bond JYHRX JPMorgan High Yield Bond Class A
Emerging Markets Bond PLMIX Pacific Investment Management Company Developing Local Mkts Fund Class
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional
REAL ESTATE
REAL ESTATE CGMRX CGM Realty Fund
REAL ESTATE RRRSX DWS RREEF Global Real Estate Securities
COMMODITIES
COMMODITIES BROAD BASKET DXCTX Direxion Community Trends Strategy Fund

Investment model portfolios

We provide two types of investment model portfolios for BGC Partners, Inc. Deferral Plan for Employees of Cantor participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BGC Partners, Inc. Deferral Plan for Employees of Cantor Tactical Asset Allocation Moderate NA 15.87% 1.99% 6.61% 3.82% 5.37% 7.55% 8.68%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Click here for more plan details and features ►