Frontier Capital Appreciation (S:0P00003HY1)
1259.54
+55.71
(+4.63%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 15, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| FTAI Aviation Ltd. | 3.82% | 222.24 | -6.29% |
| ATI, Inc. | 2.16% | 141.97 | -2.83% |
| Carpenter Technology Corp. | 1.97% | 361.28 | -4.22% |
| Coherent Corp. | 1.71% | 242.76 | 0.62% |
| Granite Construction, Inc. | 1.59% | 120.73 | -2.38% |
| XPO, Inc. | 1.51% | 181.71 | -0.60% |
| Jabil, Inc. | 1.37% | 250.65 | -0.59% |
| Eagle Materials, Inc. | 1.33% | 186.47 | 0.02% |
| The Cooper Cos., Inc. | 1.32% | 69.92 | -2.24% |
| Builders FirstSource, Inc. | 1.23% | 88.09 | 1.72% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |