Fiera Capital Small/Mid-Cap Growth Fund (APSGX) Alternatives
Fiera Capital Small/Mid-Cap Growth Fund (APSGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to APSGX
APSGX charges 1.05% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among APSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | APSGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | APSGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | APSGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | APSGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | APSGX vs VMGMX |
Best Risk-Adjusted Alternatives to APSGX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | APSGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | APSGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | APSGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | APSGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | APSGX vs BFGIX |
Top Performing APSGX Alternatives (YTD)
APSGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | APSGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | APSGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | APSGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | APSGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | APSGX vs NEEGX |
Lowest Volatility Alternatives to APSGX
APSGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | APSGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | APSGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | APSGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | APSGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | APSGX vs VSNGX |
Lowest Drawdown Alternatives to APSGX
APSGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | APSGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | APSGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | APSGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | APSGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | APSGX vs VLEQX |
Other Mutual Funds from Fiera Capital
Most popular Fiera Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fiera Capital International Equity Fund | Foreign Large Cap Equities | 5 | -9.70% | Sep 28, 2017 | APSGX vs FCIRX | |
| Fiera Capital U.S. Equity Long-Term Quality Fund | Large Cap Blend Equities | 8 | -7.21% | Sep 30, 2019 | APSGX vs FCUEX | |
| Fiera Capital Global Equity Fund | Global Equities | 24 | -7.45% | Apr 27, 2017 | APSGX vs FCGEX |
Often Compared With APSGX
What investors most often compare with APSGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | APSGX vs VGT | |
| BlackRock, Inc. | 44 | -9.65% | — | APSGX vs BLK | ||
| SPDR Portfolio S&P 400 Mid Cap ETF | Mid Cap Blend Equities | 52 | 2.59% | Nov 8, 2005 | APSGX vs SPMD | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | APSGX vs IMIDX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | APSGX vs BFGFX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | APSGX vs EEOFX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | APSGX vs SMCWX |
Compare APSGX with Any Fund or Stock
Compare APSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.