Sterling Capital Equity Fund Quote
| STREX Fund | USD 29.21 0.19 0.65% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Sterling Capital is trading at 29.21 as of the 24th of November 2024; that is 0.65% up since the beginning of the trading day. The fund's open price was 29.02. Sterling Capital has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Sterling Capital Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. More on Sterling Capital Equity
Moving together with Sterling Mutual Fund
Moving against Sterling Mutual Fund
Sterling Mutual Fund Highlights
| Fund Concentration | Sterling Capital Funds, Large Value Funds, Large Value, Sterling Capital Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Sterling Capital Equity [STREX] is traded in USA and was established 24th of November 2024. 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 at this time has accumulated 1.49 B in assets with no minimum investment requirementsSterling Capital Equity is currently producing year-to-date (YTD) return of 10.24% with the current yeild of 0.01%, while the total return for the last 3 years was 7.03%.
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 Equity 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 Equity Mutual Fund Constituents
| GM | General Motors | Stock | Consumer Discretionary | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| GS | Goldman Sachs Group | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UPS | United Parcel Service | Stock | Industrials | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology |
Sterling Capital Equity Risk Profiles
| Mean Deviation | 0.5107 | |||
| Semi Deviation | 0.4688 | |||
| Standard Deviation | 0.647 | |||
| Variance | 0.4187 |
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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