Is FATRX a Strong Bond Fund Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 10 2024
0mins
Source: NASDAQ.COM
- Investment Grade - Bonds: Misc Fund: Frost Total Return Bond Investor (FATRX) is a potential choice with a Zacks Mutual Fund Rank of 1 (Strong Buy).
- Objective: FATRX falls under Investment Grade - Bonds: Misc category, offering safety due to focus on investment grade but lower yields compared to junk bonds.
- History of Fund/Manager: Managed by Frost Funds since 2008, FATRX has accumulated $212.37 million in assets under Jeffery Elswick's management.
- Performance: FATRX shows strong performance with 5-year annualized total return of 2.54% and lower volatility than peers over the past years.
- Ratings and Expenses: The fund holds high-quality bonds rated at least 'AA', has an expense ratio of 0.71%, and is cheaper than its peers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
