Frontier MFG Global Sustainable Svc (FMSRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Frontier MFG Global Sustainable Svc
Milwaukee, WI 53202
615 East Michigan Street, Third Floor
Frontegra Funds Inc
Management information
,Lead manager since 30 October 2023
Hannah has been at Magellan since 2016. In 2023 Hannah was promoted to Portfolio Manager in addition to her role as Sector Head Franchises and Healthcare.
Before becoming the Sector Head in 2022 Hannah was the Co-Head of the Franchises team from 2020. Hannah joined Magellan to cover franchise and consumer stocks. Hannah’s previous industry experience includes roles as an analyst in the investment banking division of MA Financial Group from 2015 and, prior to this, within the valuations team at KPMG.
Hannah holds a Bachelor of Economics (Honours) and a Bachelor of Laws (Honours) from the University of Queensland.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Growth
Fund familyFrontier Funds
Net assets29.77M
YTD return8.44%
Yield0.71%
Morningstar rating★★★★★
Inception date19 Oct 2020
Fund operations
Last dividend0.10
Last cap gain2.00
Holdings turnover49.00%
Average for categoryN/A
Fees and expenses
ExpenseFMSRXCategory average
Annual report expense ratio (net)0.80%1.12%
Prospectus net expense ratio0.80%N/A
Prospectus gross expense ratio1.50%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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