APSRX Mutual Fund

APSRX Mutual Fund (NYLI Fiera SMID Growth Fund Investor Class) is managed by Fiera Capital (US) with $10.3M in net assets. APSRX expense ratio is 1.15%, holding 76 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2018-02-12.

APSRX performance shows a YTD return of 1.58%. The 1-year return is 9.85% and the 5-year return is 2.80%. APSRX dividend yield stands at 2.45%, paid annually.

APSRX top holdings include Argenx Se Sponsored Adr (1 Ads : 1 Ordinary) (3.5%), Bwx Technologies, Inc. (3.5%), Curtiss-wright Corp (3.3%), Comfort Systems USA Inc. (3.1%), Lattice Semiconductor Corp. (2.8%). Go to all APSRX holdings, APSRX sectors, or APSRX dividends.

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