Fiera Capital Fund Family Report
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  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return7.34-2.442.0836.13-12.38
    Category Average-0.82-9.397.3130.38-6.09
    Assets for Each Yr*0.901.231.362.162.09
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family -12.38 8.80 6.03

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,089 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 12.19 1.18 Average
    International Stock 4.0 82.88 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-16-18

      Sector YTD Return % % Net Assets  
    Broadridge Financial Solutions I* Industrials 29.11 0.24
    Live Nation Entertainment Inc* Consumer Cyclical 16.28 0.23
    United Rentals Inc* Industrials -18.66 0.21
    Veeva Systems Inc Class A* Technology 61.36 0.21
    GrubHub Inc* Technology 59.23 0.20
    Dolby Laboratories Inc* Consumer Cyclical 8.11 0.19
    Domino's Pizza Inc* Consumer Cyclical 44.23 0.17
    The Ultimate Software Group Inc* Technology 29.90 0.16
    Westinghouse Air Brake Technolog* Industrials 19.43 0.13
    Diamondback Energy Inc* Energy -1.09 0.13
    Cheniere Energy Inc* Energy 18.68 0.13
    Eagle Materials Inc* Basic Materials -29.39 0.12
    Berry Global Group Inc* Consumer Cyclical -27.00 0.12
    BorgWarner Inc* Consumer Cyclical -24.88 0.12
    Liberty Formula One Group C* Consumer Cyclical -4.04 0.11
    Advanced Energy Industries Inc* Technology -31.85 0.09
    Legg Mason Inc* Financial Services -28.92 0.07
    Cambrex Corp* Healthcare 24.75 0.06
    Lions Gate Entertainment Corp* Consumer Cyclical -35.05 0.05
    Moody's Corporation* Financial Services 4.76 0.04

    Best 5-Year Relative Performance | More
    10-16-18

    Worst 5-Year Relative Performance | More
    10-16-18

    Lowest Expenses | More
    10-16-18

    Highest Expenses | More
    10-16-18

    Longest Manager Tenure | More
    10-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Emergi Anindya Chatterjee 6.80
    Fiera Capital Divers Geoffrey B. Doyle 3.80
    Fiera Capital STRONG Iraj Kani 3.20
    Fiera Capital Small/ Nitin N. Kumbhani 2.30
    Fiera Capital Global Andrew Chan 1.50

    Shortest Manager Tenure | More
    10-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Intern Andrew Chan 1.00
    Fiera Capital Global Andrew Chan 1.50
    Fiera Capital Small/ Nitin N. Kumbhani 2.30
    Fiera Capital STRONG Iraj Kani 3.20
    Fiera Capital Divers Geoffrey B. Doyle 3.80