Frontier Funds Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 6.1 3.1 5.0 23.7 8.3
Category Average 9.5 1.5 4.9 26.0 12.5
Assets for Each Yr* 1.1 1.4 1.4 2.0 2.2
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 8.30 13.48 10.80

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,164 $10,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.1 80.51 1.05 Average
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 2
0 0 0
0 1 1
Asset Allocation %
Cash 4.7
Stocks 93.0
Bonds 1.8
Other 0.5
Annual Turnover % 38
% Assets in Top 10 22.6
 
Sector Breakdown (% of stocks) 
Sensitive 33.9
Communication Services 1.2
Energy 1.7
Industrials 4.9
Technology 26.1
Cyclical 33.2
Basic Materials 0.4
Consumer Cyclical 16.3
Financial Services 13.0
Real Estate 3.5
Defensive 32.9
Consumer Defensives 11.9
Healthcare 7.5
Utilities 13.5

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

  Sector YTD Return % % Net Assets  
  Alphabet Inc C* Technology 3.15 4.91
  Visa Inc Class A* Financial Services 17.84 3.92
  Lowe's Companies Inc* Consumer Cyclical 13.55 3.68
  Wells Fargo & Co* Financial Services -13.22 3.32
  Microsoft Corp* Technology 25.30 2.75
  Crown Castle International Corp* RealEstate -2.32 2.68
  Sempra Energy* Utilities 9.57 0.43
  Southern Co* Utilities -5.76 0.38
  SBA Communications Corp* Communication Services -10.27 0.27
  American Water Works Co Inc* Utilities -2.97 0.21
  Alphabet Inc A* Technology 3.55 0.18
  Alliant Energy Corp* Utilities 2.38 0.14
  Ingevity Corp Basic Materials 17.34 0.11
  Merit Medical Systems Inc* Healthcare 41.20 0.11
  RealPage Inc Technology 24.11 0.11
  Bottomline Technologies Inc Technology 80.97 0.09
  Ligand Pharmaceuticals Inc Healthcare 49.99 0.09
  Varonis Systems Inc Technology 23.63 0.09
  Chegg Inc Consumer Defensive 52.76 0.08
  Five9 Inc Technology 48.59 0.08
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Best 5-Year Relative Performance | More
10-17-18

Worst 5-Year Relative Performance | More
10-17-18

Longest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Frontier Phocas Small Cap Value Instl Stephen L. Block 12
Frontier Timpani Small Cap Growth Inst Brandon M. Nelson 8
Frontier MFG Global Equity Insitutional Hamish Douglass 7
Frontier MFG Core Infrastructure Instl Gerald Stack 4
Frontier MFG Global Plus Institutional Hamish Douglass 4

Shortest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Frontier MFG Global Plus Institutional Hamish Douglass 4
Frontier MFG Core Infrastructure Instl Gerald Stack 4
Frontier MFG Global Equity Insitutional Hamish Douglass 7
Frontier Timpani Small Cap Growth Inst Brandon M. Nelson 8
Frontier Phocas Small Cap Value Instl Stephen L. Block 12
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