Sterling Capital Stratton Fund Quote
| STRNX Fund | USD 68.01 0.32 0.47% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Sterling Capital is trading at 68.01 as of the 27th of November 2024; that is 0.47 percent down since the beginning of the trading day. The fund's open price was 68.33. Sterling Capital has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Sterling Capital Stratton are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2023 and ending today, the 27th of November 2024. Click here to learn more.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Index at the time of investment.. More on Sterling Capital Stratton
Moving together with Sterling Mutual Fund
Moving against Sterling Mutual Fund
Sterling Mutual Fund Highlights
| Fund Concentration | Sterling Capital Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Sterling Capital Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Sterling Capital Stratton [STRNX] is traded in USA and was established 27th of November 2024. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Sterling Capital Funds family. This fund at this time has accumulated 66.67 M in assets with no minimum investment requirementsSterling Capital Stratton is currently producing year-to-date (YTD) return of 17.54%, while the total return for the last 3 years was 6.11%.
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 Stratton 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 Stratton Mutual Fund Constituents
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| URI | United Rentals | Stock | Industrials | |
| CSL | Carlisle Companies Incorporated | Stock | Industrials | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| ICLR | ICON PLC | Stock | Health Care | |
| PKI | PerkinElmer | Stock | Health Care | |
| THO | Thor Industries | Stock | Consumer Discretionary | |
| EWBC | East West Bancorp | Stock | Financials |
Sterling Capital Stratton Risk Profiles
| Mean Deviation | 0.6526 | |||
| Semi Deviation | 0.5973 | |||
| Standard Deviation | 0.8779 | |||
| Variance | 0.7707 |
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.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |