Sterling Capital Financials

BOPAX Fund  USD 29.74  0.21  0.71%   
Financial data analysis helps to confirm if markets are presently mispricing Sterling Capital. We were able to analyze fifteen available drivers for Sterling Capital Special, which can be compared to its competition. The fund experiences a moderate upward volatility. Check odds of Sterling Capital to be traded at $32.71 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Sterling Capital Fund Summary

Sterling Capital competes with Alger Health, Blackrock Health, Delaware Healthcare, Tekla Healthcare, and Allianzgi Health. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.
Specialization
Large Blend, Large Blend
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS85917L7753
Business AddressSterling Capital Funds
Mutual Fund FamilySterling Capital Funds
Mutual Fund CategoryLarge Blend
BenchmarkDow Jones Industrial
Phone800 228 1872
CurrencyUSD - US Dollar

Sterling Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Sterling Capital's current stock value. Our valuation model uses many indicators to compare Sterling Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sterling Capital competition to find correlations between indicators driving Sterling Capital's intrinsic value. More Info.
Sterling Capital Special is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.18  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sterling Capital Special is roughly  5.71 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sterling Capital's earnings, one of the primary drivers of an investment's value.

Sterling Capital Special Systematic Risk

Sterling Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sterling Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Sterling Capital Special correlated with the market. If Beta is less than 0 Sterling Capital generally moves in the opposite direction as compared to the market. If Sterling Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sterling Capital Special is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sterling Capital is generally in the same direction as the market. If Beta > 1 Sterling Capital moves generally in the same direction as, but more than the movement of the benchmark.
Sterling Capital Special is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 9.24 Billion. Sterling Capital holds roughly 495.9 Million in net asset claiming about 5% of funds under Large Blend category.

Sterling Capital December 1, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Sterling Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sterling Capital Special. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sterling Capital Special based on widely used predictive technical indicators. In general, we focus on analyzing Sterling Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sterling Capital's daily price indicators and compare them against related drivers.

Other Information on Investing in Sterling Mutual Fund

Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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