1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#163 in Small Blend
U.S. News evaluated 225 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 23.50 percent over the past year, 12.03 percent over the past three years, 18.09 percent over the past five years, and 6.96 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||7.0%|
The investment seeks to maximize total return. The fund normally invests at least 80% of its net assets in equity securities of small-capitalization companies. It intends to invest in companies that Cambiar Investors, LLC ("Cambiar"), the fund's sub-adviser, believes are undervalued, profitable, and capable of generating significant cash flow. In managing the fund, Cambiar will select value-oriented small-cap stocks for the fund's portfolio.
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.