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Morningstar

Frontier HyperiUS Global Equity Service FHGSX

Morningstar Medalist Rating
Medalist Rating as of | See Frontier Investment Hub
  • NAV / 1-Day Return 10.24  /  +0.59 %
  • Total Assets 18.2 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:32 AM GMT+0

Morningstar’s Analysis FHGSX

Will FHGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FHGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FHGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FHGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Frontier HyperiUS Global Equity Service’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FHGSX

More FHGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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