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 a closer substitute for your current allocation.
Cheapest Alternatives to APSGX
APSGX charges 1.05% annually. There are 104 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | APSGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | APSGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | APSGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | APSGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | APSGX vs VMFGX |
Best Risk-Adjusted Alternatives to APSGX
APSGX has a PortfoliosLab risk / return rank of 14. There are 56 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 32.70B | Aug 1995 | APSGX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | APSGX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | APSGX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | APSGX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | APSGX vs USMIX |
Top Performing APSGX Alternatives (YTD)
APSGX is at 2.39% YTD. There are 114 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | APSGX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | APSGX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | APSGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | APSGX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | APSGX vs WWNPX |
Lowest Volatility Alternatives to APSGX
APSGX has 17.46% 1-year volatility. There are 50 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.07% | — | May 2021 | APSGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | APSGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | APSGX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | APSGX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | APSGX vs PMEGX |
Lowest Drawdown Alternatives to APSGX
APSGX has a 1-year max drawdown of -13.30%. There are 59 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | APSGX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | APSGX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | APSGX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | APSGX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | APSGX vs FAMVX |
Other Mutual Funds from Fiera Capital
The 3 most viewed Fiera Capital mutual funds shown here include FCIRX, FCUEX, FCGEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fiera Capital International Equity Fund | Foreign Large Cap Equities | 20 | 4.21% | — | Sep 2017 | APSGX vs FCIRX | |
| Fiera Capital U.S. Equity Long-Term Quality Fund | Quality Factor, Large Cap Blend Equities | 11 | 2.67% | — | Sep 2019 | APSGX vs FCUEX | |
| Fiera Capital Global Equity Fund | Global Equities | 38 | 6.23% | — | Apr 2017 | APSGX vs FCGEX |
Often Compared With APSGX
Investors most often compare APSGX with BLK, VGT, BARAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare APSGX with Any Fund or Stock
Compare APSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APSGX with funds that move differently
Fiera Capital Small/Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APSGX.
Explore APSGX Diversifiers