Frost Growth Equity Inst (FICEX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Frost Growth Equity Inst
OAKS PA 19456
ONE FREEDOM VALLEY DRIVE
Frost Family of Funds
(610) 676-1000
Management Information
,Lead Manager since May 15, 2022
Jonathan joined Frost Investment Advisors, LLC, in February 2017 as a Senior Equity Research Analyst. Jonathan brings over 22 years of investment experience.
Prior to joining the Adviser, Jonathan was a Senior Equity Analyst at Hirzel Capital Management, LLC, a $1.3 billion investment fund based in Dallas. Prior to Hirzel, Jonathan co-founded McKay Capital Management, LLC, which managed a long-short equity fund for individual investors and institutions. Previously, Jonathan was an analyst at KeyBanc Capital Markets.
Jonathan earned a Bachelor of Science degree in Accounting and graduated with Magna Cum Laude honors from Brigham Young University. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. He also is a CPA from the state of California (inactive status).
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Morningstar Category
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Fund Overview
CategoryLarge Growth
Fund FamilyFrost Funds
Net Assets226.22M
YTD Return12.30%
Yield0.07%
Morningstar Rating★★★★
Inception DateJun 29, 2008
Fund Operations
Last Dividend0.01
Last Cap Gain70.00
Holdings Turnover12.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFICEXCategory Average
Annual Report Expense Ratio (net)0.88%0.99%
Prospectus Net Expense Ratio0.88%N/A
Prospectus Gross Expense Ratio0.88%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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