Fiera Capital Fund Family Report
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  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-2.442.0836.13-20.0514.65
    Category Average-9.397.3130.51-14.0913.12
    Assets for Each Yr*1.231.362.161.722.37
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 14.65 8.02 4.67

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,374 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 8.88 2.21 Very High
    International Stock 3.5 87.41 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Cognizant Technology Solutions C* Technology 4.38 0.84
    Live Nation Entertainment Inc* Consumer Cyclical 43.15 0.23
    Splunk Inc* Technology 30.49 0.19
    Tractor Supply Co* Consumer Cyclical 36.18 0.16
    WellCare Health Plans Inc* Healthcare 23.85 0.16
    EMCOR Group Inc* Industrials 46.41 0.15
    Reinsurance Group of America Inc* Financial Services 14.81 0.15
    Sage Therapeutics Inc* Healthcare 98.31 0.15
    Qualys Inc* Technology 19.69 0.14
    A.O. Smith Corp* Industrials 6.86 0.12
    Envestnet Inc* Technology 47.88 0.11
    New Relic Inc* Technology 15.59 0.11
    TripAdvisor Inc* Consumer Cyclical -16.15 0.11
    Crane Co* Industrials 16.21 0.10
    Nutanix Inc A* Technology -34.21 0.09
    Apergy Corp* Energy 17.39 0.08
    Axalta Coating Systems Ltd* Basic Materials 26.22 0.08
    Evercore Inc A* Financial Services 28.55 0.08
    Bright Horizons Family Solutions* Consumer Cyclical 37.36 0.07
    WPX Energy Inc Class A* Energy -1.23 0.07

    Best 5-Year Relative Performance | More
    07-12-19

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Emergi Anindya Chatterjee 7.60
    Fiera Capital Divers Mark A. Jurish 5.00
    Fiera Capital STRONG Iraj Kani 3.90
    Fiera Capital Small/ Nitin N. Kumbhani 3.00
    Fiera Capital Global Andrew Chan 2.20

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Equity Arun Bharath 0.60
    Fiera Capital Intern Andrew Chan 1.80
    Fiera Capital Global Andrew Chan 2.20
    Fiera Capital Small/ Nitin N. Kumbhani 3.00
    Fiera Capital STRONG Iraj Kani 3.90