Frost Core Growth Equity Investor Class Shares
FundFACEXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The fund's primary objective is to achieve substantial long-term capital growth. Under typical market conditions, it allocates a minimum of 80% of its net assets, along with any borrowed capital for investment purposes, to equity holdings. While it predominantly invests in shares of U.S. companies, the fund also has the option to include international equities and American Depositary Receipts (ADRs) in its portfolio. A key aspect of its strategy is to buy and hold securities for an extended period, thereby seeking to minimize portfolio turnover. It is classified as a non-diversified fund.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$230.46M
Beta
1.14
52-Week Range
$11.71$14.03$17.75
52W LowCurrent52W High
Performance
1 Week
+3.01%
1 Month
−4.30%
3 Months
+15.38%
YTD
+2.04%
1 Year
−11.20%
3 Years
−2.57%
5 Years
−6.07%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.