​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

The Frost Mutual Fund Family is a diverse lineup of registered mutual funds ranging from multiple categories of equity, fixed income and allocation objectives. They're currently available through Frost Investment Advisors and on more than 100 national brokerage platforms including Schwab®, Fidelity® and E*Trade®.

Article: Fed rate timing, Brexit inject uncertainty into markets, investment officers say

Talk to an

INVESTMENT PROFESSIONAL

(800) 438-4891
EXT. 54443


Or request a call or email

​​​​
 
 
 

Frost Mutual Funds Receive Morningstar Ratings

as of August 31, 2016

At Frost, we’ve provided our customers with prudent investment advice for over 145 years and we’re proud to share the most recent overall Morningstar ratings our funds have earned. The Frost Mutual Fund Family includes a diverse lineup of institutional and retail mutual funds ranging from multiple categories of equity, fixed income and allocation objectives.

Institutional Funds

Frost Value Equity Fund (FIDVX) Three stars

Frost Growth Equity Fund (FICEX) Three stars

Frost Municipal Bond Fund (FIMUX) Two stars

Frost Low Duration Bond Fund (FILDX) Three stars

Frost Total Return Bond Fund (FIJEX) Five stars

Frost Kempner Multi-Cap Deep Value Equity Fund (FIKDX) One star

Frost Moderate Allocation Fund (FIBTX) Three stars

Frost Mid-Cap Equity Fund (FIKSX) Two stars

Frost Kempner Treasury and Income Fund (FIKTX) One star

Frost Credit Fund (FCFIX) Three stars

Retail Funds

Frost Value Equity Fund (FADVX) Three star

Frost Growth Equity Fund (FACEX) Two stars

Frost Municipal Bond Fund (FAUMX) Two stars

Frost Low Duration Bond Fund (FADLX) Three stars

Frost Total Return Bond Fund (FATRX) Five stars

Frost Kempner Multi-Cap Deep Value Equity Fund (FAKDX) One star

Frost Moderate Allocation Fund (FASTX) Two stars

Frost Mid-Cap Equity Fund (FAKSX) Two stars

Frost Conservative Allocation Fund (FDSFX) One stars

Frost Aggressive Allocation Fund (FCAAX)

Frost Credit Fund (FCFAX) Three star

Learn more about the team who manages the Frost Mutual Fund family. Learn about our team