Fiera Apex Large Growth Separate (S:0P00003FTO)
697.16
-28.97
(-3.99%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 14, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple, Inc. | 6.22% | 258.86 | -0.13% |
| Alphabet, Inc. | 5.93% | 332.75 | 3.56% |
| Meta Platforms, Inc. | 4.68% | 662.64 | 4.43% |
| Microsoft Corp. | 4.34% | 392.18 | 2.03% |
| American Express Co. | 2.86% | 327.49 | 1.13% |
| Texas Instruments Incorporated | 2.77% | 218.76 | 0.95% |
| Arista Networks, Inc. | 2.75% | 154.48 | 1.62% |
| Lam Research Corp. | 2.64% | 272.48 | 1.93% |
| Motorola Solutions, Inc. | 2.56% | 440.32 | 0.09% |
| Uber Technologies, Inc. | 2.51% | 72.76 | 0.58% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |