Frost Core Growth Equity Investor Class Shares (FACEX)
Frost Core Growth Equity Investor Class Shares operates in the Asset Management industry of the Financial Services sector, headquartered in Oaks, PA, US. The stock last traded at $14.73, up 0.61% on the session, giving a market capitalisation of $227.2M. Its beta of 1.17 implies it has historically moved more than the broad market.
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.
Frost Core Growth Equity Investor Class Shares is most often compared with the following Financial Services names: