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Two Frost Funds recognized as “Best Mutual Funds” in the U.S. taxable bond category by Investor’s Business Daily.
We are honored to announce that the institutional class of the Frost Credit Fund and the Frost Total Return Bond Fund have been highlighted by Investor’s Business Daily Best Mutual Funds as mutual funds which have outperformed their benchmark, in this case, the Bloomberg U.S. Aggregate Bond Index over the last one-, three-, five- and 10-year periods. *
For more details, check out the overview article by Investor’s Business Daily on their 2023 mutual funds study or see the list of all Best U.S. Taxable Bond Funds. At Frost, our clients are our priority and this third-party validation from a well-respected and trusted financial brand reinforces our commitment to providing comprehensive investment solutions for our clients. If you’d like to learn more about our Frost Funds, please reach out to us at the contact information below or contact your Frost wealth advisor.
*As of December 31, 2022.
Past performance is no guarantee of future results. Best Mutual Funds are determined annually.
Investment products are not FDIC insured, are not a deposit or obligation of Frost Bank, and involve risk including possible loss of principal.
Frost Investment Advisors, LLC is a registered investment adviser with the United State Securities and Exchange Commission and is a wholly owned subsidiary of Frost Bank. Frost Investment Advisors, LCC archives and reviews outgoing and incoming e-mail and may produce any e-mail at the request of regulators.
Frost Investment Advisors, LLC provides services to its affiliates, Frost Wealth Advisors, Frost Brokerage Services, Inc. and Frost Investment Services, LLC. Services include market and economic commentary, recommendations for asset allocation targets and selection of securities; however, its affiliates retain the discretion to accept, modify or reject the recommendations.
Frost Wealth Advisors (FWA) is a division of Frost Bank [a bank subsidiary of Cullen/Frost Bankers Inc. (NYSE: CFR)]. Brokerage services are offered through Frost Brokerage Services, Inc., Member FINRA/SIPC, and investment advisory services are offered through Frost Investment Services, LLC, a registered investment adviser. Both companies are subsidiaries of Frost Bank.
This communication is intended only for the use of the individual or entity to which it is addressed and contains or may contain information that is privileged, confidential or exempt from disclosure under applicable law. If the reader of this communication is not the intended recipient (or the employee or agent responsible for delivering to the intended recipient), you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please disregard and delete this communication, a do not disseminate or retain any copy of this communication.
To determine if this fund is an appropriate investment for you, carefully consider the fund’s investment objectives, risk factors, charges, and expenses before investing This and other information may be found in the fund’s full or summary prospectus, which may be obtained by calling (800) 438-4891 ext. 54443. Please read the prospectus carefully before investing.
Mutual fund investing involves risk including possible loss of principal. Bond and bond funds are subject to interest rate risk and will decline in value as interest rates rise. There can be no assurance that the fund will achieve its stated objectives.
The Frost mutual funds are distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Dr., Oaks, PA 19468, which is not affiliated with Frost Investment Advisors or its affiliates.
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