APSDX Mutual Fund

APSDX Mutual Fund (NYLIM Fiera SMID Growth Fund Class R6) is managed by New York Life Investments with $240.4M in net assets. APSDX expense ratio is 0.82%, holding 79 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2023-07-24.

APSDX performance shows a YTD return of 6.48%. The 1-year return is 10.33% and the 5-year return is 3.11%. APSDX dividend yield stands at 2.26%, paid annually.

APSDX top holdings include Jfrog Ltd (3.7%), Bwx Technologies, Inc. (2.6%), Emcor Group Inc (2.4%), Neurocrine Biosciences Inc (2.3%), Stifel Finl Corp (2.2%). Go to all APSDX holdings, APSDX sectors, or APSDX dividends.

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