Frost Small Cap Equity Fund

Class Inst (FIHSX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.08 percent over the past year, 12.75 percent over the past three years, 16.95 percent over the past five years, and 7.19 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 24.1%
3 Years (Annualized) 12.7%
5 Years (Annualized) 17.0%
10 Years (Annualized) 7.2%

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Summary

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

Fees are Above Average compared to funds in the same category.
Frost Small Cap Equity Fund has an expense ratio of 1.12 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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