Frontier Funds Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return6.063.055.0223.735.00
    Category Average9.521.504.9125.958.68
    Assets for Each Yr*1.141.361.432.002.08
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 5.00 9.71 10.22

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,076 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 79.81 1.05 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Alphabet Inc C* Technology 14.77 4.14
    Visa Inc Class A* Financial Services 24.50 3.79
    Starbucks Corp* Consumer Cyclical -5.07 3.47
    Lowe's Companies Inc* Consumer Cyclical 6.82 3.39
    Wells Fargo & Co* Financial Services -0.99 3.13
    The Kraft Heinz Co* Consumer Defensive -19.12 2.87
    HCA Healthcare Inc* Healthcare 50.58 2.83
    Crown Castle International Corp* RealEstate 4.46 2.69
    Yum Brands Inc* Consumer Cyclical 4.02 2.64
    Microsoft Corp* Technology 27.24 2.55
    McDonald's Corp* Consumer Cyclical -5.20 1.82
    Alphabet Inc A* Technology 15.42 0.56
    Duke Energy Corp* Utilities 1.04 0.41
    American Tower Corp* Communication Services 7.02 0.41
    Southern Co* Utilities 1.37 0.41
    Sempra Energy* Utilities 10.96 0.40
    Dominion Energy Inc* Utilities -9.43 0.39
    Xcel Energy Inc* Utilities 1.95 0.32
    PG&E Corp* Utilities 0.94 0.31
    PPL Corp* Utilities -0.81 0.27

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Frontier Phocas Smal Stephen L. Block 11.90
    Frontier Timpani Sma Brandon M. Nelson 7.40
    Frontier MFG Global Hamish Douglass 6.60
    Frontier MFG Core In Gerald Stack 4.10
    Frontier MFG Global Hamish Douglass 3.40

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Frontier MFG Global Hamish Douglass 3.40
    Frontier MFG Core In Gerald Stack 4.10
    Frontier MFG Global Hamish Douglass 6.60
    Frontier Timpani Sma Brandon M. Nelson 7.40
    Frontier Phocas Smal Stephen L. Block 11.90