Frontier Funds Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 32.0 6.1 2.6 5.6 16.6
Category Average 35.6 9.0 1.2 6.1 17.9
Assets for Each Yr* 0.8 1.2 1.4 1.6 2.0
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 16.55 9.88 12.53

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,991 $10,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.1 83.92 1.06 Average
International Stock --- 2.90 1.90 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 1 1
0 0 0
0 2 1
Asset Allocation %
Cash 4.7
Stocks 93.1
Bonds 0.8
Other 1.4
Annual Turnover % 36
% Assets in Top 10 37.0
 
Sector Breakdown (% of stocks) 
Sensitive 32.6
Communication Services 1.7
Energy 1.3
Industrials 4.2
Technology 25.5
Cyclical 39.3
Basic Materials 0.9
Consumer Cyclical 18.3
Financial Services 19.3
Real Estate 0.7
Defensive 28.2
Consumer Defensives 7.8
Healthcare 11.9
Utilities 8.5

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 39.52 5.62
  Alphabet Inc C* Technology 28.63 3.98
  Visa Inc Class A* Financial Services 38.80 3.96
  Facebook Inc A* Technology 53.00 3.85
  Lowe's Companies Inc* Consumer Cyclical 15.10 3.54
  Microsoft Corp* Technology 26.78 3.52
  Wells Fargo & Co* Financial Services -1.00 3.18
  Oracle Corp* Technology 30.82 3.16
  eBay Inc* Consumer Cyclical 27.89 3.08
  McDonald's Corp* Consumer Cyclical 38.51 3.07
  PayPal Holdings Inc* Financial Services 70.41 3.03
  Yum Brands Inc* Consumer Cyclical 21.46 2.73
  Starbucks Corp* Consumer Cyclical 0.79 2.64
  CVS Health Corp* Healthcare -4.19 2.63
  Mastercard Inc A* Financial Services 42.44 2.37
  HCA Healthcare Inc* Healthcare 4.63 2.09
  Costco Wholesale Corp* Consumer Defensive 3.68 1.69
  Alphabet Inc A* Technology 27.80 0.60
  American Tower Corp* Communication Services 31.91 0.28
  Crown Castle International Corp* Communication Services 19.64 0.28
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Longest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Frontier Phocas Small Cap Value Instl Stephen L. Block 11
Frontier Timpani Small Cap Growth Inst Brandon M. Nelson 7
Frontier MFG Global Equity Insitutional Hamish Douglass 6
Frontier MFG Core Infrastructure Instl Gerald Stack 3
Frontier MFG Global Plus Institutional Hamish Douglass 3

Shortest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Frontier Netols Small Cap Value Instl Stephen L. Block 0
Frontier Silk Invest New Horizons Instl Olufunmilayo Akinluyi 1
Frontier MFG Global Plus Institutional Hamish Douglass 3
Frontier MFG Core Infrastructure Instl Gerald Stack 3
Frontier MFG Global Equity Insitutional Hamish Douglass 6
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