Sterling Capital Financials
| STMMX Fund | USD 39.76 0.25 0.63% |
STERLING |
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 Realty Income, Dynex Capital, First Industrial, Healthcare Realty, and Kennedy Wilson. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase including Real Estate Investment Trusts .Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Sterling Capital Funds |
| Mutual Fund Family | Sterling Capital Funds |
| Mutual Fund Category | Real Estate |
| Benchmark | Dow Jones Industrial |
| Phone | 800 228 1872 |
| Currency | USD - US Dollar |
Sterling Capital Key Financial Ratios
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 Stratton is rated below average in annual yield among similar funds. It is rated second largest fund in year to date return among similar funds creating about 674.03 of Year To Date Return per Annual Yield. 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 Stratton 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Sterling Capital Stratton 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 Stratton 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 November 24, 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 Stratton. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sterling Capital Stratton 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.
| Downside Deviation | 0.7842 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 3.84 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.35 |
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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