Sterling Capital Behavioral Fund Quote
| BCVCX Fund | USD 30.41 0.28 0.93% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Sterling Capital is trading at 30.41 as of the 31st of January 2025; that is 0.93 percent up since the beginning of the trading day. The fund's open price was 30.13. Sterling Capital has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.. More on Sterling Capital Behavioral
Sterling Mutual Fund Highlights
| Fund Concentration | Sterling Capital Funds, Large Funds, Large Value Funds, Large Value, Sterling Capital Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Sterling Capital Behavioral [BCVCX] is traded in USA and was established 31st of January 2025. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Sterling Capital Funds family. This fund currently has accumulated 312.85 M in assets under management (AUM) with no minimum investment requirementsSterling Capital Beh is currently producing year-to-date (YTD) return of 5.06% with the current yeild of 0.01%, while the total return for the last 3 years was 10.49%.
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
| STT | State Street Corp | Stock | Financials | |
| ATVI | Activision Blizzard | Stock | Communication Services | |
| PSX | Phillips 66 | Stock | Energy | |
| CVX | Chevron Corp | Stock | Energy | |
| MRNA | Moderna | Stock | Health Care | |
| BLK | BlackRock | Stock | Financials | |
| GM | General Motors | Stock | Consumer Discretionary | |
| MRK | Merck Company | Stock | Health Care |
Sterling Capital Beh Risk Profiles
| Mean Deviation | 0.6111 | |||
| Semi Deviation | 0.6764 | |||
| Standard Deviation | 0.8317 | |||
| Variance | 0.6916 |
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.
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