FADLX

About FADLX

Frost Low Duration Bond Fund Investor Class is an actively managed mutual fund focused on short‑term, investment‑grade fixed income. The fund’s primary objective is total return with **low volatility**, achieved by emphasizing securities with shorter maturities—on average **less than five years**—to reduce interest‑rate sensitivity relative to intermediate- and long‑duration peers. It typically invests at least **80% of assets in fixed income securities**, spanning corporate bonds and other taxable investment‑grade instruments, while actively adjusting maturity and sector exposures to balance income and capital preservation. Positioned within the **Short‑Term Bond** category, it serves as a core short‑duration allocation for investors seeking stability, liquidity, and consistent income through **monthly distributions**. The strategy is managed by Frost Investment Advisors, leveraging credit research and risk controls to maintain quality and manage duration. Since its inception in 2008, the fund has aimed to provide a conservative fixed income profile that complements broader portfolios by dampening overall volatility and offering a measured source of bond market return across rate cycles.