FILDX

About FILDX

Frost Low Duration Bond Fund Class Institutional is an actively managed mutual fund focused on U.S. investment‑grade fixed income with an emphasis on total return and low volatility. The portfolio invests at least 80% of net assets in taxable bonds and maintains a short maturity profile, targeting an average maturity of less than five years to limit interest‑rate sensitivity. Positioned within the short‑term bond category, the fund typically exhibits limited interest‑rate risk while balancing exposure across high‑quality corporate and government securities. The strategy uses active duration and sector allocation to navigate rate cycles and credit conditions, seeking steady income with lower beta relative to broader bond markets. The institutional share class features professional oversight, a sizable asset base, and monthly distributions, aligning with the needs of treasury, pensions, and other allocators seeking a core short‑duration sleeve for liquidity and diversification. Established in 2008, it has a long operating history through varied market environments, reinforcing its role as a conservative, income‑oriented component within multi‑asset and fixed‑income allocations.