BNYM Newton Small Mid Cap Growth SMA (S:0P0001JA8L)
86.37
-1.11
(-1.27%)
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 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Guardant Health, Inc. | 3.75% | 91.65 | -0.78% |
| Karman Holdings, Inc. | 3.57% | 84.43 | 5.47% |
| Repligen Corp. | 3.39% | 118.69 | 0.74% |
| Warby Parker, Inc. | 3.08% | 21.36 | 1.38% |
| Baldwin Insurance Group, Inc. | 3.06% | 21.50 | -2.01% |
| Casey's General Stores, Inc. | 3.03% | 736.02 | 1.12% |
| SiTime Corp. | 2.95% | 357.48 | 3.51% |
| AeroVironment, Inc. | 2.83% | 184.28 | 0.67% |
| Curtiss-Wright Corp. | 2.82% | 701.33 | 2.97% |
| MKS, Inc. | 2.75% | 236.15 | 2.76% |
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 | -- |