Fiera Capital Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-2.442.0836.13-20.058.61
    Category Average-9.397.3130.51-14.098.29
    Assets for Each Yr*1.231.362.161.721.91
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 8.61 8.84 5.38

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,910 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 10.12 1.18 Average
    International Stock 4.0 85.29 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Cognizant Technology Solutions C* Technology 15.28 0.91
    Broadridge Financial Solutions I* Industrials 3.72 0.29
    United Rentals Inc* Industrials 30.98 0.24
    IAC/InterActiveCorp* Technology 19.05 0.20
    Jazz Pharmaceuticals PLC* Healthcare 2.44 0.20
    Graco Inc* Industrials 11.18 0.19
    Diamondback Energy Inc* Energy 13.05 0.14
    Sage Therapeutics Inc* Healthcare 59.67 0.14
    TripAdvisor Inc* Consumer Cyclical 4.62 0.14
    KAR Auction Services Inc* Consumer Cyclical 12.85 0.11
    Momenta Pharmaceuticals Inc* Healthcare 27.26 0.11
    Navient Corp* Financial Services 45.18 0.09
    Power Integrations Inc* Technology 16.33 0.09
    Cambrex Corp* Healthcare 1.54 0.08
    Wyndham Hotels & Resorts Inc Ord* Consumer Cyclical 15.25 0.08
    Lithia Motors Inc Class A* Consumer Cyclical 16.82 0.07
    Moody's Corporation* Financial Services 19.94 0.04
    Colgate-Palmolive Co* Consumer Defensive 12.80 0.02
    Nike Inc B* Consumer Cyclical 14.07 0.02
    Amgen Inc* Healthcare -3.21 0.01

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Emergi Anindya Chatterjee 7.20
    Fiera Capital Divers Geoffrey B. Doyle 4.60
    Fiera Capital STRONG Iraj Kani 3.50
    Fiera Capital Small/ Nitin N. Kumbhani 2.60
    Fiera Capital Global Andrew Chan 1.80

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Intern Andrew Chan 1.40
    Fiera Capital Global Andrew Chan 1.80
    Fiera Capital Small/ Nitin N. Kumbhani 2.60
    Fiera Capital STRONG Iraj Kani 3.50
    Fiera Capital Divers Geoffrey B. Doyle 4.60