News & Insights

Frost Funds Win “Best Mutual Funds” in the U.S. taxable bond category by Investor's Business Daily for the 2nd Consecutive Year

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 as funds which have outperformed 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 2024 mutual funds study. 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.

*As of December 31, 2023.

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.

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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.

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.