2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#144 in Small Growth
U.S. News evaluated 213 Small 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 6.11 percent over the past year, 9.42 percent over the past three years, 2.00 percent over the past five years, and 7.94 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.8%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||2.0%|
|10 Years (Annualized)||7.9%|
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.