FCFBX – Frost Credit A Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize total return, consisting of income and capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities of U.S. and foreign corporate issuers, which will include corporate bonds, collateralized loan obligations and mortgage-backed and other asset-backed securities, and structured notes with economic characteristics similar to fixed income securities. It will invest in callable bonds, as well as fixed income securities that pay a fixed or floating interest rate or interest that is payable in-kind or payable at maturity.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FCFAX	Frost Credit Fund Investor Class	No Load	Open			Dec 3, 2012	$83.68M	0.910%	Above Average	$2,500	−$12.32M
FCFIX	Frost Credit Fund Institutional Class	Institutional	Open			Dec 3, 2012	$373.90M	0.660%	Average	$1M	−$39.73M
FCFBX	Frost Credit Fund A Class Shares	Front Load	Open			Jun 1, 2018	$3.70M	0.910%	Below Average	$1,000	$442,303.51

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