Frontier Phocas Small Cap Value Fund Service Class
Frontegra Funds Inc
615 East Michigan Street, Third Floor
Milwaukee, WI 53202
888-825-2100
管理資訊
Stephen L. Block,自 2010年10月7日 起的牽頭經辦人
Steve Block, CFA joined Phocas in March 2006. From 1996 to 2005, he worked at Bay Isle. In addition to being Senior Portfolio Manager for private clients, Mr. Block was Co-Portfolio Manager of Bay Isle’s Large Cap Value and REIT institutional products; he was also the Portfolio Manager of that firm’s Dividend Capture product. At Bay Isle Mr. Block was responsible for all non-REIT equity recommendations to Bay Isle’s high net-worth clients. Additionally, he helped set investment policies, recommended investment strategies, and educated that firm’s private client Portfolio Managers on the markets, economy, and future directions. Prior to joining Bay Isle, Mr. Block served as Senior Financial Analyst for two years in M&T Bank’s corporate finance department. He also spent three years as an employee benefit plan Actuarial Consultant for Howard Johnson & Company.
Mr. Block received his M.B.A. from the University of Michigan’s Ross School of Business in accounting and finance. He received his B.A. in Quantitative Economic Decision Science from University of California, San Diego. Mr. Block also holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Small Blend
基金家族Frontier Funds
淨資產27.35M
本年度至今日回報-24.45%
收益率0.00%
晨星評級★
成立日期2016年7月14日
基金運作
上次股息0.53
上次資本增益0.00
持股週轉率40.00%
組別平均無
費用與支出
支出FPVSX類別平均
年報支出比率 (淨值)1.11%1.03%
招股書淨支出比率1.11%無
招股書總支出比率586.61%無
最高 12b1 費用無無
最高首次認購費無5.19%
最高遞延銷售費用無1.22%
3 年支出預測353無
5 年支出預測612無
10 年支出預測1,352無
