Sterling Capital Behavioral Fund Quote

STRCX Fund  USD 10.05  0.07  0.70%   

Performance

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Odds Of Distress

Less than 22

 
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Sterling Capital is trading at 10.05 as of the 28th of December 2024; that is 0.70% up since the beginning of the trading day. The fund's open price was 9.98. Sterling Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 8th of January 2023 and ending today, the 28th of December 2024. Click here to learn more.
The fund will invest, under normal circumstances, at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of foreign companies. Normally, it primarily invests in developed market equity securities, which encompasses markets included in the the Bloomberg Developed Markets ex North America Large Mid Cap Index and other markets with similar characteristics. More on Sterling Capital Behavioral

Moving together with Sterling Mutual Fund

  0.94SBIAX Sterling Capital BehPairCorr
  0.94SBIDX Sterling Capital BehPairCorr
  1.0SBIIX Sterling Capital BehPairCorr
  0.62BSCCX Sterling Capital SouthPairCorr

Sterling Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Sterling Capital Funds, Large Value, Foreign Large Value (View all Sectors)
Update Date31st of December 2024
Sterling Capital Behavioral [STRCX] is traded in USA and was established 28th of December 2024. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Sterling Capital Funds family. This fund at this time has accumulated 71.83 M in assets with no minimum investment requirementsSterling Capital Beh is currently producing year-to-date (YTD) return of 5.68% with the current yeild of 0.05%, while the total return for the last 3 years was 4.74%.
Check Sterling Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sterling Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sterling Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sterling Capital Behavioral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Sterling Capital Behavioral Mutual Fund Constituents

TEVATeva Pharma IndustriesStockHealth Care
EFAiShares MSCI EAFEEtfForeign Large Blend
NOVNNovan IncStockHealth Care
ROGRogersStockInformation Technology
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Sterling Capital Beh Risk Profiles

Sterling Capital Against Markets

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.
Correlation Analysis
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Pair Correlation
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