Nasdaq - Delayed Quote USD

Frost Growth Equity Inst (FICEX)

15.53
+0.09
+(0.58%)
As of 8:09:17 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
15
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
5
Min Subsequent Investment, AIP
--

Broker Availability

  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • H Beck Inc.

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund seeks to buy and hold securities for the long term and seeks to keep portfolio turnover to a minimum. It is non-diversified.

Fund Overview

Category Large Growth
Fund Family Frost Funds
Net Assets 212.6M
YTD Return -7.03%
Yield 0.00%
Morningstar Rating
Inception Date Jun 30, 2008

Performance & Risk

YTD Return -0.45%
5y Average Return 16.40%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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