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APHSX vs FCPGX

Both APHSX and FCPGX are mutual funds. APHSX has a higher 5-year return than FCPGX (22.73% vs 20.52%). APHSX has a lower expense ratio than FCPGX (0.99% vs 1.08%). Below is the comparison between APHSX and FCPGX.

APHSX FCPGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Artisan Fidelity Investments
Net Assets $1.66B $4.59B
Expense Ratio 0.99% 1.08%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $2,500.00
YTD Return -5.97% 3.94%
1-Year Return -5.29% -3.99%
3-Year Return 22.06% 16.26%
5-Year Return 22.73% 20.52%
10-Year Return 16.48% 15.44%

APHSX description

The Fund seeks maximum long-term capital growth by investing in well-managed companies with sustainable growth prospects whose stocks appear undervalued, either because they lack investor recognition or are temporarily out of favor.

APHSX performance & returns

YTD Return -5.97%
1-Month Return -1.41%
3-Month Return -5.29%
1-Year Return -5.29%
3-Year Return 22.06%
5-Year Return 22.73%
10-Year Return 16.48%
APHSX expense ratio is 0.99%.

APHSX holdings

Top 10 Holdings (35.67% of Total Assets)

Name Symbol % Assets
Chegg Inc CHGG 4.82%
Halozyme Therapeutics Inc HALO 3.92%
HubSpot Inc HUBS 3.79%
BlackLine Inc BL 3.69%
Q2 Holdings Inc QTWO 3.60%
NeoGenomics Inc NEO 3.38%
Zynga Inc Class A ZNGA 3.35%
LivePerson Inc LPSN 3.28%
Ascendis Pharma A/S ADR ASND 2.97%
argenx SE ADR ARGX 2.87%

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FCPGX description

The Fund seeks capital appreciation. The Fund normally invests at least 80% of its net assets in common stocks of companies with small market capitalizations, which, for the purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell 2000 Index of the S&P SmallCap 600.

FCPGX performance & returns

YTD Return 3.94%
1-Month Return -3.54%
3-Month Return -3.99%
1-Year Return -3.99%
3-Year Return 16.26%
5-Year Return 20.52%
10-Year Return 15.44%
FCPGX expense ratio is 1.08%.

FCPGX holdings

Top 10 Holdings (13.05% of Total Assets)

Name Symbol % Assets
Williams-Sonoma Inc WSM 1.96%
LHC Group Inc LHCG 1.51%
Insulet Corp PODD 1.45%
Five9 Inc FIVN 1.38%
Molina Healthcare Inc MOH 1.20%
Kornit Digital Ltd KRNT 1.20%
SiTime Corp Ordinary Shares SITM 1.17%
Compass Inc Ser E Pc Perp Pp N/A 1.12%
Generac Holdings Inc GNRC 1.03%
BJ's Wholesale Club Holdings Inc BJ 1.03%

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