The firm's lasting product shelf buoys the firm's rating. Specifically, 92% of Frost products have both survived and beaten their respective category median on a risk-adjusted basis, demonstrated by the firm's five-year risk-adjusted success ratio. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. It's encouraging to see Frost showcase strong risk-adjusted performance across its open-end and exchange-traded funds, with an average 10-year Morningstar Rating of 3.8 stars. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
Frost remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.
United States