About FICEX
Frost Core Growth Equity Fund Institutional Class is a mutual fund emphasizing long-term capital appreciation by investing primarily in large-cap, growth-oriented U.S. companies. Managed by Frost Investment Advisors, the fund targets firms that exhibit strong earnings growth, robust business models, and competitive advantages in rapidly evolving sectors. Its portfolio is heavily weighted toward technology, consumer discretionary, communication services, healthcare, and financial services companies—reflecting a focus on industry leaders such as Microsoft, NVIDIA, Apple, Amazon, and Meta Platforms. Notably, over half of the fund’s assets are concentrated in its top holdings, which underscores its strategy of allocating significant capital to its highest conviction investments. The fund is designed for institutional investors, offering a cost-effective expense structure and a high minimum initial investment. Within the broader market context, the Frost Core Growth Equity Fund serves as a tool for investors seeking exposure to companies at the forefront of innovation and market leadership, aiming to outperform typical large-cap benchmarks by capitalizing on growth opportunities in major U.S. industries.
Fund Family Frost Funds
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FICEX
Share Class Institutional Class Shares
Index Russell 1000 Growth TR
FICEX had a total return of 7.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.65%.
