Fiera Capital Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-2.442.0836.13-20.0517.44
    Category Average-9.397.3130.51-14.0913.10
    Assets for Each Yr*1.231.362.161.722.16
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 17.44 9.59 6.46

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,156 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 9.90 1.18 Average
    International Stock 4.0 86.04 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Berry Global Group Inc* Consumer Cyclical 2.67 0.17
    Tractor Supply Co* Consumer Cyclical 21.46 0.16
    IAC/InterActiveCorp* Technology 29.93 0.16
    STERIS PLC* Healthcare 25.47 0.15
    Domino's Pizza Inc* Consumer Cyclical 12.30 0.15
    Nordson Corp* Industrials 16.14 0.14
    Jack Henry & Associates Inc* Industrials 7.89 0.14
    Wright Medical Group NV* Healthcare 19.36 0.13
    Crane Co* Industrials 20.03 0.11
    Etsy Inc* Consumer Cyclical 33.80 0.10
    Legg Mason Inc-LeggMason RETAIL* Financial Services 42.10 0.10
    The Middleby Corp* Industrials 34.53 0.10
    Supernus Pharmaceuticals Inc* Healthcare 1.11 0.10
    Cable One Inc* Communication Services 37.76 0.09
    Prestige Consumer Healthcare Inc* Healthcare -2.04 0.08
    New Relic Inc* Technology 24.70 0.07
    Bright Horizons Family Solutions* Consumer Cyclical 20.42 0.07
    GrubHub Inc* Technology -18.23 0.06
    Cornerstone OnDemand Inc* Technology 11.48 0.06
    Advanced Energy Industries Inc* Technology 24.20 0.06

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Emergi Anindya Chatterjee 7.40
    Fiera Capital Divers Geoffrey B. Doyle 4.80
    Fiera Capital STRONG Iraj Kani 3.70
    Fiera Capital Small/ Nitin N. Kumbhani 2.90
    Fiera Capital Global Andrew Chan 2.10

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fiera Capital Equity Arun Bharath 0.50
    Fiera Capital Intern Andrew Chan 1.60
    Fiera Capital Global Andrew Chan 2.10
    Fiera Capital Small/ Nitin N. Kumbhani 2.90
    Fiera Capital STRONG Iraj Kani 3.70