APSGX Mutual Fund

APSGX Mutual Fund (NYLIM Fiera SMID Growth Fund Institutional Class) is managed by New York Life Investments with $149.8M in net assets. APSGX expense ratio is 0.85%, holding 76 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2012-06-29.

APSGX performance shows a YTD return of 1.75%. The 1-year return is 10.14% and the 5-year return is 3.09%. APSGX dividend yield stands at 2.26%, paid annually.

APSGX top holdings include Jfrog Ltd (4.1%), Entegris Inc Common Stock Usd 0.01 (3.3%), Lattice Semiconductor Corp. (3.3%), Comfort Systems USA Inc. (3.1%), Bwx Technologies, Inc. (2.9%). Go to all APSGX holdings, APSGX sectors, or APSGX dividends.

APSGX can be compared against other funds. Use APSGX overlap to find shared positions, or APSGX vs another fund for a side-by-side view. APSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.