Fiera Capital Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return7.34-2.442.0836.13-7.48
    Category Average-0.82-9.397.3130.38-3.29
    Assets for Each Yr*0.901.231.362.162.17
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family -7.48 7.01 7.82

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,166 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 11.45 1.18 Average
    International Stock 4.0 83.45 1.11 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Arista Networks Inc* Technology 14.20 0.32
    Broadridge Financial Solutions I* Industrials 47.89 0.27
    IAC/InterActiveCorp* Technology 55.60 0.26
    CBRE Group Inc* RealEstate 9.77 0.25
    Old Dominion Freight Lines Inc* Industrials 11.79 0.25
    Total System Services Inc* Financial Services 20.31 0.24
    Reinsurance Group of America Inc* Financial Services -6.98 0.23
    Veeva Systems Inc Class A* Technology 53.26 0.23
    PulteGroup Inc* Consumer Cyclical -14.98 0.23
    Dolby Laboratories Inc* Consumer Cyclical 12.10 0.23
    GrubHub Inc* Technology 77.44 0.22
    Wyndham Destinations Inc* Consumer Cyclical -8.79 0.18
    ICU Medical Inc* Healthcare 36.30 0.18
    Teradata Corp* Technology 5.54 0.17
    The Ultimate Software Group Inc* Technology 32.80 0.17
    BorgWarner Inc* Consumer Cyclical -10.71 0.16
    Supernus Pharmaceuticals Inc* Healthcare 12.42 0.16
    Western Alliance Bancorp* Financial Services 2.21 0.16
    Diamondback Energy Inc* Energy -4.61 0.15
    The Middleby Corp* Industrials -14.12 0.15

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Emergi Anindya Chatterjee 6.70
    Fiera Capital STRONG Iraj Kani 6.00
    Fiera Capital Divers Geoffrey B. Doyle 3.60
    Fiera Capital Small/ Nitin N. Kumbhani 2.10
    Fiera Capital Global Andrew Chan 1.30

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Intern Andrew Chan 0.90
    Fiera Capital Global Andrew Chan 1.30
    Fiera Capital Small/ Nitin N. Kumbhani 2.10
    Fiera Capital Divers Geoffrey B. Doyle 3.60
    Fiera Capital STRONG Iraj Kani 6.00