About FMSGX
Frontier MFG Global Sustainable Fund Institutional Class is a global equity mutual fund designed to seek attractive risk-adjusted returns over the medium to long term while aiming to minimize the risk of permanent capital loss. The fund integrates environmental, social, and governance (ESG) criteria into its investment process, utilizing a proprietary approach to identify companies with low carbon intensity and reduced fossil fuel exposure. Managed by Magellan Asset Management, the fund typically holds a concentrated portfolio of 20 to 50 high-quality, large-cap companies, generally with market capitalizations exceeding $5 billion at the time of purchase. Its portfolio spans diverse sectors and markets, with notable holdings in technology, consumer goods, healthcare, and utilities. The fund’s ESG focus and disciplined risk management are key factors in its strategy, making it a significant player for investors seeking global exposure to sustainable business leaders while prioritizing long-term capital preservation and responsible investing practices.
Fund Family Frontier Funds
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FMSGX
Share Class Institutional Class Shares
Index MSCI World NR USD
FMSGX had a total return of 15.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.47%.
