Fiera Capital Smallmid Cap Fund Quote
| APSRX Fund | USD 15.15 0.42 2.85% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fiera Capital is trading at 15.15 as of the 16th of March 2025; that is 2.85 percent up since the beginning of the trading day. The fund's open price was 14.73. Fiera Capital has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 16th of December 2024 and ending today, the 16th of March 2025. Click here to learn more.
The Subadvisor seeks to achieve the funds investment objective by investing in a diversified portfolio of common stocks of companies believed to be small- and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential and which the Subadvisor expects to grow faster than the U.S. More on Fiera Capital Smallmid Cap
Moving together with Fiera Mutual Fund
Moving against Fiera Mutual Fund
Fiera Mutual Fund Highlights
| Fund Concentration | Fiera Capital Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Fiera Capital, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
Fiera Capital Smallmid Cap [APSRX] is traded in USA and was established 16th of March 2025. Fiera Capital is listed under Fiera Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Fiera Capital family. This fund presently has accumulated 108.54 M in assets under management (AUM) with minimum initial investment of 1 K. Fiera Capital Smallmid is currently producing year-to-date (YTD) return of 4.17%, while the total return for the last 3 years was 2.66%.
Check Fiera Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fiera Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fiera Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fiera Capital Smallmid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fiera Capital Smallmid Cap Mutual Fund Constituents
| GGG | Graco Inc | Stock | Industrials | |
| CPRT | Copart Inc | Stock | Industrials | |
| FTNT | Fortinet | Stock | Information Technology | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| BLUE | Bluebird bio | Stock | Health Care | |
| IRTC | iRhythm Technologies | Stock | Health Care | |
| DVN | Devon Energy | Stock | Energy | |
| LYV | Live Nation Entertainment | Stock | Communication Services |
Fiera Capital Smallmid Risk Profiles
| Mean Deviation | 1.05 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.79 | |||
| Risk Adjusted Performance | (0.16) |
Fiera Capital Against Markets
Other Information on Investing in Fiera Mutual Fund
Fiera Capital financial ratios help investors to determine whether Fiera Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fiera with respect to the benefits of owning Fiera Capital security.
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