APEXCM Mutual Fund Quote
| APSGX Fund | USD 14.52 0.24 1.63% |
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APEXCM SMALLMID is trading at 14.52 as of the 4th of October 2023; that is -1.63% down since the beginning of the trading day. The fund's open price was 14.76. APEXCM SMALLMID has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for APEXCM SMALLMID CAP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2023 and ending today, the 4th of October 2023. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of small- and mid-cap companies. Fiera Capital is traded on NASDAQ Exchange in the United States. More on APEXCM SMALLMID CAP
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APEXCM Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. APEXCM SMALLMID's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding APEXCM SMALLMID or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Macroaxis Advice The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of APEXCM SMALLMID's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details Strong SellOvervalued |
| Startdate | 1st of July 2018 |
APEXCM SMALLMID CAP [APSGX] is traded in USA and was established 4th of October 2023. The fund is listed under Mid-Cap Growth category and is part of Fiera Capital family. APEXCM SMALLMID CAP presently has accumulated 76.13 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 10.96%.
Check APEXCM SMALLMID Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on APEXCM Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding APEXCM Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as APEXCM SMALLMID CAP Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top APEXCM SMALLMID CAP Mutual Fund Constituents
| MHK | Mohawk Industries | Stock | Consumer Discretionary |
| EXEL | Exelixis | Stock | Health Care |
| TSCO | Tractor Supply | Stock | Consumer Discretionary |
| QLYS | Qualys Inc | Stock | Information Technology |
| ENTG | Entegris | Stock | Information Technology |
| PHM | PulteGroup | Stock | Consumer Discretionary |
| ICLR | ICON PLC | Stock | Health Care |
APEXCM SMALLMID Target Price Odds Analysis
Based on a normal probability distribution, the odds of APEXCM SMALLMID jumping above the current price in 90 days from now is close to 99%. The APEXCM SMALLMID CAP probability density function shows the probability of APEXCM SMALLMID mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon APEXCM SMALLMID CAP has a beta of -0.1862. This suggests as returns on benchmark increase, returns on holding APEXCM SMALLMID are expected to decrease at a much lower rate. During the bear market, however, APEXCM SMALLMID CAP is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. APEXCM SMALLMID CAP is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of APEXCM SMALLMID to move above the current price in 90 days from now is close to 99 (This APEXCM SMALLMID CAP probability density function shows the probability of APEXCM Mutual Fund to fall within a particular range of prices over 90 days) .
APEXCM SMALLMID CAP Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. APEXCM SMALLMID market risk premium is the additional return an investor will receive from holding APEXCM SMALLMID long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in APEXCM SMALLMID. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although APEXCM SMALLMID's alpha and beta are two of the key measurements used to evaluate APEXCM SMALLMID's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7351 | |||
| Standard Deviation | 0.9022 | |||
| Variance | 0.814 | |||
| Risk Adjusted Performance | (0.041724) |
APEXCM SMALLMID Against Markets
Picking the right benchmark for APEXCM SMALLMID mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in APEXCM SMALLMID mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for APEXCM SMALLMID is critical whether you are bullish or bearish towards APEXCM SMALLMID CAP at a given time. Please also check how APEXCM SMALLMID's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in APEXCM SMALLMID without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy APEXCM Mutual Fund?
Before investing in APEXCM SMALLMID, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in APEXCM SMALLMID. To buy APEXCM SMALLMID fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of APEXCM SMALLMID. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase APEXCM SMALLMID fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located APEXCM SMALLMID CAP fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased APEXCM SMALLMID CAP fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as APEXCM SMALLMID CAP, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in APEXCM SMALLMID CAP?
The danger of trading APEXCM SMALLMID CAP is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of APEXCM SMALLMID is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than APEXCM SMALLMID. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile APEXCM SMALLMID CAP is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in APEXCM SMALLMID CAP. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the APEXCM SMALLMID CAP information on this page should be used as a complementary analysis to other APEXCM SMALLMID's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Complementary Tools for APEXCM Mutual Fund analysis
When running APEXCM SMALLMID's price analysis, check to measure APEXCM SMALLMID's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy APEXCM SMALLMID is operating at the current time. Most of APEXCM SMALLMID's value examination focuses on studying past and present price action to predict the probability of APEXCM SMALLMID's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move APEXCM SMALLMID's price. Additionally, you may evaluate how the addition of APEXCM SMALLMID to your portfolios can decrease your overall portfolio volatility.
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