Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

APEXcm Small/Mid Cap Growth Fund (APSGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital growth. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of small- and mid-cap companies. The fund may invest up to 15% of its assets in common stocks of foreign small- and mid-companies through the purchase of American Depository Receipts ("ADRs") and/or foreign domiciled companies listed on U.S. stock exchanges.


1 month+4.86% 3 years+4.24%
3 months+3.58% 5 years--
1 year+17.58% Since inception+12.56%
Data through 09/05/2012

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+11.79%
Expense ratio1.22%1.25%
Risk 5 year sharpe ratio--0.88
Net assets$286.9M$1.3B
Average market cap$5.4B$10.0B
Average P/E22.627.4
Portfolio turnover35%35%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyApex Capital Management
Fund manager & tenureNitin Kumbhani / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock92.86%
International stock5.58%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FRC First Republic Bank2.66%
FL Foot Locker Inc2.53%
MELI MercadoLibre Inc2.45%
ALGN Align Technology Inc2.19%
URI United Rentals Inc1.99%
CBG CBRE Group Inc1.90%
NDSN Nordson Corp1.82%
HDS HD Supply Holdings Inc1.77%
MIDD Middleby Corp1.73%
ODFL Old Dominion Freight Line Inc1.72%