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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+6.60%
3 months+3.79% 5 years--
1 year-8.70% Since inception+11.16%
Data through 09/05/2012

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+7.93%
Expense ratio1.27%1.26%
Risk 5 year sharpe ratio--0.59
Net assets$246.0M$1.2B
Average market cap$4.8B$9.7B
Average P/E22.924.4
Portfolio turnover58%58%

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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. stock90.36%
International stock5.72%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
TSS Total System Services Inc2.90%
-- 2.67%
FL Foot Locker Inc2.51%
ALV Autoliv Inc2.46%
HDS HD Supply Holdings Inc2.22%
WAB Westinghouse Air Brake Technologies Corp2.16%
FRC First Republic Bank2.09%
ODFL Old Dominion Freight Line Inc2.06%
MELI MercadoLibre Inc2.01%
CBG CBRE Group Inc1.90%

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