Frost Low Duration Bond Fund Investor Class Shares (FADLX) Research
This fund dedicates at least 80% of its capital, including any leveraged funds, to fixed income investments. Its central objective is to deliver overall returns while keeping market fluctuations to a minimum, primarily by allocating capital to high-quality, short-duration debt securities. The portfolio features a diverse range of taxable fixed income instruments. The fund's manager actively oversees the duration of its holdings, selecting securities that are, on average, set to mature in under five years.
Market snapshot
- Symbol
- FADLX
- Price
- $9.85
- Day change
- +0.10%
- Market cap
- $231.4M
- 52-week range
- 9.83-10.02
- Sector
- Financial Services
- Industry
- Asset Management - Bonds
Peer companies
- Boston Trust Equity Fund (BTEFX)
- Commerce Funds Value Fund, Institutional Shares (CFVLX)
- DoubleLine Global Bond Fund - Class N (DLGBX)
- Domini Impact Bond Fund Investor Shares (DSBFX)
- Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)
- Federated Hermes Max-Cap Index Fund Institutional Shares (FISPX)
- Guggenheim StylePlus - Large Core Fund Institutional (GILIX)
- Harding Loevner Institutional Emerging Markets Portfolio (HLMEX)
Open Frost Low Duration Bond Fund Investor Class Shares (FADLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.