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
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--
3 months+8.44% 5 years--
1 year+15.13% Since inception+21.08%
Data through 09/05/2012

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+14.47%
Expense ratio1.49%1.33%
Risk 5 year sharpe ratio--0.95
Net assets$200.1M$1.4B
Average market cap$5.3B$9.4B
Average P/E25.625.6
Portfolio turnover47%47%

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Fund Management and Purchase Info

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


U.S. stock88.78%
International stock6.71%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SIG Signet Jewelers Ltd2.86%
EXPE Expedia Inc2.66%
RHI Robert Half International Inc2.59%
UHS Universal Health Services Inc2.40%
-- 2.32%
URI United Rentals Inc2.30%
WAB Westinghouse Air Brake Technologies Corp2.19%
ODFL Old Dominion Freight Line Inc2.11%
CBG CBRE Group Inc2.07%
IT Gartner Inc2.02%

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