2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#243 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.73 percent over the past year, 11.43 percent over the past three years, 17.25 percent over the past five years, and 6.38 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||6.4%|
The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities. It intends to invest in companies that Frost Investment Advisors, LLC believes have growing revenues and earnings. The fund intends to invest in companies that Frost Investment Advisors, LLC (the "Adviser") believes will have growing revenues and earnings. It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs").
Fees are Average compared to funds in the same category.
Frost Growth Equity Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.