1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#164 in Small Blend
U.S. News evaluated 227 Small Blend 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 26.17 percent over the past year, 11.28 percent over the past three years, 20.68 percent over the past five years, and 7.02 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||7.0%|
The investment seeks to maximize total return. Under normal conditions, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies. In selecting investments for the fund, Frost Investment Advisors, LLC (the "Adviser") intends to use a bottom-up, research-focused investment philosophy that seeks to identify quality companies that are currently undervalued. It may engage in active trading of portfolio securities to achieve its investment objective.
Fees are Above Average compared to funds in the same category.
Frost Small Cap Equity Fund has an expense ratio of 1.37 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.