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 79 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2012-06-29.

APSGX performance shows a YTD return of 6.49%. The 1-year return is 10.28% and the 5-year return is 9.71%. APSGX dividend yield stands at 2.26%, paid annually.

APSGX 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 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.