About FMSRX
Frontier MFG Global Sustainable Fund Service Class Shares is a global large-cap equity mutual fund that aims to deliver attractive risk-adjusted returns over the medium to long term while mitigating the risk of permanent capital loss. Designed with a sustainability mandate, the fund systematically integrates environmental, social, and governance (ESG) criteria into its investment process, deliberately avoiding or limiting exposure to controversial sectors such as tobacco, controversial weapons, thermal coal, and small arms. This focus on sustainability is underscored by the fund's low carbon footprint and negligible fossil fuel investments, aligning its holdings with the global transition toward a low-carbon economy.
The portfolio is oriented towards high-quality, large-cap companies from diverse sectors and geographic regions, with a significant concentration in technology, consumer defensive, and healthcare industries. Its top holdings include global leaders like Microsoft, Nestlé, Amazon.com, and Alphabet, reflecting a balanced approach to both growth and risk stewardship. By prioritizing companies with sound ESG practices and robust fundamentals, the Frontier MFG Global Sustainable Fund Service Class Shares serves investors seeking global equity exposure with an explicit commitment to sustainability principles in the financial markets.
Fund Family MFG Funds, Inc.
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FMSRX
Share Class Service Class Shares
Index MSCI World NR USD
FMSRX had a total return of 8.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.07%.
