Frost Core Growth Equity Investor Class Shares (FACEX) Research
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.
Market snapshot
- Symbol
- FACEX
- Price
- $14.06
- Day change
- +1.52%
- Market cap
- $230.1M
- 52-week range
- 11.71-17.75
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Fds, All-Cap Energy & Resources Ptf Investor A Class (BACAX)
- Clarkston Fund Institutional Class (CILGX)
- DF Dent Premier Growth Fd (DFDPX)
- Wilshire Large Company Growth Portfolio (DTLGX)
- Eaton Vance Greater India I (EGIIX)
- Manning & Napier Fd, Inc. Pro-Blend Moderate Term Srs Cl S (EXBAX)
- Fidelity Select Telecommunications Portfolio (FSTCX)
- American Century Strategic Allocation Conservative Investor Class (TWSCX)
Open Frost Core Growth Equity Investor Class Shares (FACEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.