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Frontier Netols Small Cap Value Instl (FNSVX) Fund Ranking and Research

Ranking, Research and Recommendation of Frontier Netols Small Cap Value Instl (FNSVX) Fund

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Graph of Frontier Netols Small Cap Value Instl Fund (FNSVX) ManagerFund Manager - Jeffrey W. Netols

Fund Manager Information

Fund Manager Tenure: 13.8 years
Similar Funds: FNSYX 
Fund Family: Frontier Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Jeff established Netols Asset Management in 2000 and is the lead portfolio manager. Prior to 2000, Jeff was portfolio manager for both Associated Bank Corp. and Putnam Investments. While at Putnam, he assisted in the development of a Small Cap proprietary product which received recognition in 2000 from a nationally recognized rating agency. Jeff is a member of Milwaukee Investment Analyst Society.  Get more insights on Jeffrey W. Netols

 

Graph of Frontier Netols Small Cap Value Instl Fund (FNSVX) ProfileFrontier Netols Small Cap Value Instl Fund (FNSVX) Profile

Fund Profile and Description

Frontier Netols Small Cap Value Instl Fund seeks capital appreciation. Frontier Netols Small Cap Value Instl Fund normally invests at least 80% of the assets in equity securities of companies with small market capitalizations. In constructing a portfolio for the fund, the subadviser, Netols Asset Management, Inc. selects stocks it believes are undervalued and exhibit potential “change factor” characteristics. It defines a small capitalization company as any company with a market capitalization of between $100 million and $2.5 billion at the time of the fund’s initial investment.

 

Frontier Netols Small Cap Value Instl (FNSVX) Fund Strength What we like about Frontier Netols Small Cap Value Instl (FNSVX) Fund

Data for Frontier Netols Small Cap Value Instl Fund (FNSVX) as of May 30, 2016

  • Frontier Netols Small Cap Value Instl Fund (FNSVX) management has been with Frontier Netols Small Cap Value Instl Fund for 13.8 years
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) has good short-term performance (1-year return -4.58% vs -5.18% Small Blend category median performance)
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) ratio of up-years vs down years is greater than 2
  • Asset base in Frontier Netols Small Cap Value Instl Fund (FNSVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) has an annual stock turnover rate of 22.00% vs Small Blend average of 52.13%. It is good that Frontier Netols Small Cap Value Instl management does not trade extensively for its return.
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.51, lower than category average of 14.58
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) has a lower expense ratio than its Small Blend average: 1.10% vs 1.22%
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Frontier Netols Small Cap Value Instl Fund (FNSVX) Weakness What we are cautious about Frontier Netols Small Cap Value Instl (FNSVX) Fund

Data for Frontier Netols Small Cap Value Instl Fund (FNSVX) as of May 30, 2016

  • Frontier Netols Small Cap Value Instl Fund (FNSVX) has a less-than-ideal mid-term performance (3-year return 6.36% vs 6.96% Small Blend category median performance)
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) has a less-than-ideal Long-term performance (5-year return 6.77% vs 7.84% Small Blend category median performance)
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) has a Morningstar rating of 3 and below
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) is less safe compared to its Small Blend peers
  • Frontier Netols Small Cap Value Instl Fund (FNSVX) does not have a good risk adjusted return as its 3-year Alpha of -4.33 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.49
See Frontier Netols Small Cap Value Instl Fund (FNSVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Frontier Netols Small Cap Value Instl Fund (FNSVX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Frontier Netols Small Cap Value Instl3.76-4.586.366.77
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Frontier Netols Small Cap Value Instl Fund (FNSVX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Frontier Netols Small Cap Value Instl Fund (FNSVX) Net Asset TrackingFrontier Netols Small Cap Value Instl (FNSVX) Fund Net Asset

Track net asset change of Frontier Netols Small Cap Value Instl fund (FNSVX)

DateNet Asset
05/2016$71.29M
03/2016$69.76M
02/2016$64.43M
More historic net asset information on Frontier Netols Small Cap Value Instl Fund (FNSVX)

  

Graph of Frontier Netols Small Cap Value Instl Fund (FNSVX) Portfolio TrackingFrontier Netols Small Cap Value Instl (FNSVX) Fund Portfolio Allocation

Track portfolio allocation change of Frontier Netols Small Cap Value Instl fund (FNSVX)

DateCashStockBondOther
03/20163.42%96.58%0%0%
12/20155.64%94.36%0%0%
09/20151.19%98.81%0%0%
Click here to see more historic asset allocation information on Frontier Netols Small Cap Value Instl Fund (FNSVX)

 

graph of Frontier Netols Small Cap Value Instl Fund (FNSVX) Top 10 Position TrackingTop 10 Holdings in Frontier Netols Small Cap Value Instl (FNSVX) Fund

Discover what Frontier Netols Small Cap Value Instl Fund (FNSVX) manager is buying

Mar 30, 2016
Hanover Insurance Group Inc [2.57%]
Caseys General Stores, Inc. [2.2%]
Sun Communities, Inc. Common St [2.18%]
CACI International, Inc. Class [2.16%]
Selective Insurance Group, Inc. [2.15%]
Fair Isaac Corproation Common S [1.99%]
Briggs & Stratton Corporation C [1.92%]
Verifone Systems, Inc. Common S [1.87%]
Endurance Specialty Holdings Lt [1.82%]
Sterling Bancorp [1.81%]

Dec 30, 2015
Caseys General Stores, Inc. [2.31%]
Hanover Insurance Group Inc [2.29%]
Acuity Brands Inc (Holding Comp [2.16%]
Fair Isaac Corproation Common S [2.13%]
Sun Communities, Inc. Common St [2.07%]
Selective Insurance Group, Inc. [1.95%]
Integra LifeSciences Holdings C [1.93%]
VCA Inc. [1.88%]
CACI International, Inc. Class [1.86%]
Verifone Systems, Inc. Common S [1.83%]

Sep 29, 2015
Sun Communities, Inc. Common St [2.58%]
Hanover Insurance Group Inc [2.35%]
Caseys General Stores, Inc. [2.12%]
Fair Isaac Corproation Common S [2.05%]
MGIC Investment Corporation Com [2.02%]
Westinghouse Air Brake Technolo [1.98%]
Cal-Maine Foods, Inc. [1.95%]
Selective Insurance Group, Inc. [1.94%]
VCA Inc. [1.93%]
Verifone Systems, Inc. Common S [1.83%]
Click here for Stock Holding Change Map in Frontier Netols Small Cap Value Instl Fund (FNSVX)

  

Latest News on Frontier Netols Small Cap Value Instl (FNSVX) Fund

See what is happening with Frontier Netols Small Cap Value Instl Fund (FNSVX)

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Frontier Netols Small Cap Value Instl Fund (FNSVX) Related ResourcesSee more information on Frontier Netols Small Cap Value Instl (FNSVX) Fund

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