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Frost Mid Cap Equity Inst (FIKSX) Fund Ranking and Research

Ranking, Research and Recommendation of Frost Mid Cap Equity Inst (FIKSX) Fund

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Graph of Frost Mid Cap Equity Inst Fund (FIKSX) ManagerFund Manager - Tom Stringfellow

Fund Manager Information

Fund Manager Tenure: 3.6 years
Fund Family: Frost Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)

 

Graph of Frost Mid Cap Equity Inst Fund (FIKSX) ProfileFrost Mid Cap Equity Inst Fund (FIKSX) Profile

Fund Profile and Description

Frost Mid Cap Equity Inst Fund seeks to maximize long-term capital appreciation. Frost Mid Cap Equity Inst Fund normally invests at least 80% of net assets in equity securities of small- and mid-capitalization companies. It considers small- and mid-capitalization companies to be those companies with total market capitalizations between $1 billion and $7 billion at the time of initial purchase. The equity securities in which the fund may invest include common stocks, preferred stocks, convertible securities, rights and warrants.

 

Frost Mid Cap Equity Inst (FIKSX) Fund Strength What we like about Frost Mid Cap Equity Inst (FIKSX) Fund

Data for Frost Mid Cap Equity Inst Fund (FIKSX) as of May 30, 2016

  • Frost Mid Cap Equity Inst Fund (FIKSX) management has been with Frost Mid Cap Equity Inst Fund for 3.6 years
  • Frost Mid Cap Equity Inst Fund (FIKSX) ratio of up-years vs down years is greater than 2
  • Asset base in Frost Mid Cap Equity Inst Fund (FIKSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Frost Mid Cap Equity Inst Fund (FIKSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Frost Mid Cap Equity Inst Fund (FIKSX) Weakness What we are cautious about Frost Mid Cap Equity Inst (FIKSX) Fund

Data for Frost Mid Cap Equity Inst Fund (FIKSX) as of May 30, 2016

  • Frost Mid Cap Equity Inst Fund (FIKSX) has a less-than-ideal short-term performance (1-year return -8.34% vs -5.73% Mid-Cap Growth category median performance)
  • Frost Mid Cap Equity Inst Fund (FIKSX) has a less-than-ideal mid-term performance (3-year return 6.12% vs 8.38% Mid-Cap Growth category median performance)
  • Frost Mid Cap Equity Inst Fund (FIKSX) has a less-than-ideal Long-term performance (5-year return 5.56% vs 7.70% Mid-Cap Growth category median performance)
  • Frost Mid Cap Equity Inst Fund (FIKSX) has a Morningstar rating of 3 and below
  • Frost Mid Cap Equity Inst Fund (FIKSX) has an annual stock turnover rate of 80.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Frost Mid Cap Equity Inst is more nimble, but also signal potential high tax impact and high trading fees
  • Frost Mid Cap Equity Inst Fund (FIKSX) does not have a good risk adjusted return as its 3-year Alpha of -5.54 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.47
  • Frost Mid Cap Equity Inst Fund (FIKSX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.6 that is higher than category average of 13.49
  • Frost Mid Cap Equity Inst Fund (FIKSX) has a higher expense ratio of 1.47% than its Mid-Cap Growth average of 1.28%
See Frost Mid Cap Equity Inst Fund (FIKSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Frost Mid Cap Equity Inst Fund (FIKSX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Frost Mid Cap Equity Inst-0.73-8.346.125.56
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Frost Mid Cap Equity Inst Fund (FIKSX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Frost Mid Cap Equity Inst Fund (FIKSX) Net Asset TrackingFrost Mid Cap Equity Inst (FIKSX) Fund Net Asset

Track net asset change of Frost Mid Cap Equity Inst fund (FIKSX)

DateNet Asset
05/2016$13.62M
03/2016$13.16M
02/2016$11.53M
More historic net asset information on Frost Mid Cap Equity Inst Fund (FIKSX)

  

Graph of Frost Mid Cap Equity Inst Fund (FIKSX) Portfolio TrackingFrost Mid Cap Equity Inst (FIKSX) Fund Portfolio Allocation

Track portfolio allocation change of Frost Mid Cap Equity Inst fund (FIKSX)

DateCashStockBondOther
04/20165.47%92.27%0%0%
02/20165.6%92.14%0%0%
01/20168.44%91.56%0%0%
Click here to see more historic asset allocation information on Frost Mid Cap Equity Inst Fund (FIKSX)

 

graph of Frost Mid Cap Equity Inst Fund (FIKSX) Top 10 Position TrackingTop 10 Holdings in Frost Mid Cap Equity Inst (FIKSX) Fund

Discover what Frost Mid Cap Equity Inst Fund (FIKSX) manager is buying

Apr 29, 2016
Whitewave Foods Company (The) C [2.9%]
Laboratory Corporation of Ameri [2.88%]
Synovus Financial Corp. Common [2.86%]
Huntington Bancshares Incorpora [2.83%]
Noble Energy Inc. Common Stock [2.78%]
Best Buy Co., Inc. Common Stock [2.71%]
Masco Corporation Common Stock [2.62%]
Lincoln National Corporation Co [2.42%]
Alaska Air Group, Inc. Common S [2.32%]
Gentex Corporation [2.31%]

Feb 28, 2016
Whitewave Foods Company (The) C [3.12%]
Dollar Tree, Inc. [2.96%]
Best Buy Co., Inc. Common Stock [2.94%]
Laboratory Corporation of Ameri [2.87%]
Masco Corporation Common Stock [2.73%]
Huntington Bancshares Incorpora [2.66%]
Synovus Financial Corp. Common [2.51%]
TEGNA Inc [2.46%]
Alaska Air Group, Inc. Common S [2.42%]
Gentex Corporation [2.31%]

Jan 30, 2016
Whitewave Foods Company (The) C [3.4%]
Dollar Tree, Inc. [3.35%]
Laboratory Corporation of Ameri [3.28%]
Euronet Worldwide, Inc. [3.27%]
Mettler-Toledo International, I [3.22%]
SanDisk Corporation [3.14%]
WEC Energy Group, Inc. Common S [2.97%]
Synovus Financial Corp. Common [2.86%]
Best Buy Co., Inc. Common Stock [2.83%]
TEGNA Inc [2.68%]
Click here for Stock Holding Change Map in Frost Mid Cap Equity Inst Fund (FIKSX)

  

Latest News on Frost Mid Cap Equity Inst (FIKSX) Fund

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