BNYM Newton Small Mid Cap Growth SMA (S:0P0001JA8L)
87.48
+6.19
(+7.61%)
USD |
Jan 31 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 March 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Guardant Health, Inc. | 3.75% | 93.90 | -4.15% |
| Karman Holdings, Inc. | 3.57% | 88.11 | -0.23% |
| Repligen Corp. | 3.39% | 128.73 | -3.68% |
| Warby Parker, Inc. | 3.08% | 25.01 | -2.50% |
| Baldwin Insurance Group, Inc. | 3.06% | 23.23 | 25.64% |
| Casey's General Stores, Inc. | 3.03% | 685.59 | 0.47% |
| SiTime Corp. | 2.95% | 397.88 | 0.00% |
| AeroVironment, Inc. | 2.83% | 252.25 | -2.84% |
| Curtiss-Wright Corp. | 2.82% | 700.33 | -0.24% |
| MKS, Inc. | 2.75% | 244.46 | -0.09% |
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 | -- |