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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+16.81%
3 months-5.88% 5 years--
1 year+0.49% Since inception+20.40%
Data through 09/05/2012

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+16.81%
Expense ratio1.49%1.31%
Risk 5 year sharpe ratio--1.07
Net assets$265.9M$1.4B
Average market cap$5.4B$9.8B
Average P/E27.725.2
Portfolio turnover58%58%

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Fund Management and Purchase Info

Fund familyApex Capital Management
Fund manager & tenureNitin Kumbhani / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock86.86%
International stock8.06%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
IACI IAC/InterActiveCorp2.35%
DATA Tableau Software Inc2.29%
WAB Westinghouse Air Brake Technologies Corp2.18%
WSM Williams-Sonoma Inc2.15%
FL Foot Locker Inc2.14%
TSS Total System Services Inc2.11%
CBG CBRE Group Inc2.06%
ALV Autoliv Inc2.03%
EXPE Expedia Inc2.02%
HDS HD Supply Holdings Inc1.95%

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