APSRX Mutual Fund

APSRX Mutual Fund (NYLIM Fiera SMID Growth Fund Investor Class) is managed by New York Life Investments 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 2.81%. APSRX dividend yield stands at 2.35%, paid annually.

APSRX 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 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.