Morningstar

NYLIM Fiera SMID Growth Class C APSLX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Management Investment Hub
  • NAV / 1-Day Return 16.93  /  +0.30 %
  • Total Assets 190.1M
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 50%

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis APSLX

Will APSLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APSLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APSLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APSLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI Fiera SMID Growth Class C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings APSLX

More APSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology

BWX Technologies Inc

2.63 5M
Industrials

EMCOR Group Inc

2.40 5M
Industrials

Neurocrine Biosciences Inc

2.27 5M
Healthcare

Stifel Financial Corp

2.23 4M
Financial Services

MongoDB Inc Class A

2.12 4M
Technology

argenx SE ADR

2.09 4M
Healthcare

Insmed Inc

2.04 4M
Healthcare

Expedia Group Inc

2.00 4M
Consumer Cyclical

Lattice Semiconductor Corp

1.97 4M
Technology

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