FIMUX Mutual Fund

NAV$9.03

Fund Essentials

Net Assets
$157M
Expense Ratio
0.70%
Dividend Yield (Current)
5.65%
Holdings
32
Inception Date
Apr 25, 2008
Fund Family
Frost Investment Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.71%
1 Year+1.74%
3 Year-0.23%
5 Year+1.11%
10 Year+1.79%

Asset Allocation

Bonds: 96.81%
Other: 3.19%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
5.65%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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FIMUX Mutual Fund Overview

FIMUX Mutual Fund (Frost Municipal Bond Fund Insti Class) is managed by Frost Investment Advisors with $156.5M in net assets. FIMUX expense ratio is 0.70%, holding 32 positions across various sectors. Inception date: 2008-04-25.

FIMUX performance shows a YTD return of -0.71%. The 1-year return is 1.74% and the 5-year return is 1.11%. FIMUX dividend yield stands at 5.65%, paid monthly.

FIMUX top holdings include a diversified portfolio. View all FIMUX holdings, sector breakdown, or dividend history.

FIMUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIMUX alternatives are available via the screener, along with tax-loss harvesting opportunities.