Frost Mutual Funds
Frost Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Frost Credit A | FCFBX | Multisector Bond | — | 7.61% | 17 | 0.980% | Average | Front Load | $1,000 | |
Frost Credit Institutional | FCFIX | Multisector Bond | — | 7.90% | 13 | 0.730% | Above Average | Institutional | $1.0 Mil | |
Frost Credit Investor | FCFAX | Multisector Bond | — | 7.72% | 14 | 0.980% | Above Average | No Load | $2,500 | |
Frost Total Return Bond A | FAJEX | Short-Term Bond | — | 7.66% | 1 | 0.820% | High | Front Load | $1,000 | |
Frost Total Return Bond Inst | FIJEX | Short-Term Bond | — | 7.93% | 1 | 0.470% | Above Average | Institutional | $1.0 Mil | |
Frost Total Return Bond Investor | FATRX | Short-Term Bond | — | 7.73% | 1 | 0.720% | Above Average | No Load | $2,500 |
Frost Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank