About FCFAX
Frost Credit Fund Investor Class is an actively managed mutual fund in the multisector bond category. Its primary objective is to maximize total return through a balance of income generation and capital appreciation. The portfolio invests broadly across the fixed income landscape, including corporate bonds, mortgage‑backed and other securitized instruments, municipal bonds, and structured notes, with flexibility to hold both investment‑grade and high yield securities. The strategy emphasizes relative value, dynamic sector allocation, and bottom‑up security selection to diversify credit risk and capture differentiated sources of income. Managed by Frost Investment Advisors, a subsidiary of Frost Bank, the fund has been recognized with a high Morningstar rating within its peer group based on risk‑adjusted results. As a multisector bond fund, it plays a role in fixed income allocations by offering exposure beyond traditional core bond benchmarks, potentially smoothing returns across credit cycles through diversified credit, duration, and maturity profiles. The fund distributes income monthly and maintains typical mutual fund features such as a stated expense ratio and minimum investment requirements.
Fund Family Frost Funds
Category Multisector Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FCFAX
Share Class Investor Class Shares
Index Bloomberg U.S. Credit TR
FCFAX had a total return of 2.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.30%.
