Fiera Capital Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return7.34-2.442.0836.13-16.43
    Category Average-0.82-9.397.3130.51-10.88
    Assets for Each Yr*0.901.231.362.161.95
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family -16.43 4.84 4.16

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,947 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 11.72 1.18 Average
    International Stock 4.0 83.57 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-10-18

      Sector YTD Return % % Net Assets  
    Nutanix Inc A* Technology 22.34 0.26
    Broadridge Financial Solutions I* Industrials 11.06 0.25
    PulteGroup Inc* Consumer Cyclical -22.32 0.24
    Fortinet Inc* Technology 70.98 0.21
    Veeva Systems Inc Class A* Technology 62.88 0.21
    Icon PLC* Healthcare 23.99 0.20
    Graco Inc* Industrials -6.42 0.19
    Splunk Inc* Technology 30.85 0.19
    The Ultimate Software Group Inc* Technology 16.07 0.16
    TripAdvisor Inc* Consumer Cyclical 77.28 0.16
    Diamondback Energy Inc* Energy -20.00 0.14
    IAC/InterActiveCorp* Technology 46.58 0.14
    Vail Resorts Inc* Consumer Cyclical 12.43 0.14
    Guidewire Software Inc* Technology 14.81 0.13
    Old Dominion Freight Lines Inc* Industrials -0.97 0.13
    Advanced Energy Industries Inc* Technology -38.19 0.09
    Lithia Motors Inc Class A* Consumer Cyclical -36.46 0.08
    Momenta Pharmaceuticals Inc* Healthcare -7.53 0.08
    Wyndham Hotels & Resorts Inc Ord* Consumer Cyclical 0.08
    Envestnet Inc* Financial Services 3.67 0.07

    Best 5-Year Relative Performance | More
    12-10-18

    Worst 5-Year Relative Performance | More
    12-10-18

    Lowest Expenses | More
    12-10-18

    Highest Expenses | More
    12-10-18

    Longest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Emergi Anindya Chatterjee 7.00
    Fiera Capital Divers Geoffrey B. Doyle 3.90
    Fiera Capital STRONG Iraj Kani 3.30
    Fiera Capital Small/ Nitin N. Kumbhani 2.40
    Fiera Capital Global Andrew Chan 1.60

    Shortest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Intern Andrew Chan 1.20
    Fiera Capital Global Andrew Chan 1.60
    Fiera Capital Small/ Nitin N. Kumbhani 2.40
    Fiera Capital STRONG Iraj Kani 3.30
    Fiera Capital Divers Geoffrey B. Doyle 3.90