Fiera Capital Small/Mid-Cap Growth Fund Institutional Class (APSGX)

20.97
Net Asset Value
0.00%
1 Day
+3.20%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.10%
Expense Ratio
--
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. It may invest up to 15% of its assets in common stocks of foreign small- and mid-cap companies through the purchase of American Depository Receipts ("ADRs") and/or foreign domiciled companies listed on U.S. stock exchanges.

Performance

1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception--
Data through --

Peer Comparisonvs. Mid-cap growth

 APSGXCategory
Performance 5-yr return--+13.73%
Expense ratio1.10%1.21%
Risk 5 year sharpe ratio--1.15
Net assets--$1.6B
Average market cap--$12.9B
Average P/E--28.7
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyFiera Capital
Fund manager & tenureNitin Kumbhani / 0 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.