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    Frontier Phocas Small Cap Value Instl (FPSVX)

    35.41 Up 0.44(1.26%) Dec 18
    Prev Close:35.41
    YTD Return*:4.52%
    Net Assets*:23.26M
    Yield*:0.13%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for FPSVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SAVE2.4378.86
    CNO2.09-2.71
    AOL1.75-1.20
    ACTA1.70-13.85
    HPP1.6530.84

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:23.26M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:4.52%
    5y Avg Return:16.92%
    Rank in Category (ytd):19
    % Rank in Category (ytd):2.57%
    Beta (3y):1.22
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term total investment return through capital appreciation. The fund invests at least 80% of its net assets in domestic common stocks and other equity securities (including convertible preferred stocks and warrants) of small-capitalization companies, consistent with companies within the Russell 2000® Value Index. It will typically invest in 80 to 120 companies with initial weightings between 0.50% to 1.50% of total fund value in order to have broad industry representation and reduce individual security risk within the fund. View More
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