Sterling Capital Stratton Fund Quote
| STSOX Fund | USD 45.38 0.29 0.63% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Sterling Capital is trading at 45.38 as of the 27th of November 2024; that is 0.63 percent down since the beginning of the trading day. The fund's open price was 45.67. 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 Stratton are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 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 common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000 Index.. 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, Small Blend Funds, Small Blend, Sterling Capital Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Sterling Capital Stratton [STSOX] 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 Small Blend category and is part of Sterling Capital Funds family. This fund at this time has accumulated 1.3 B in assets with minimum initial investment of 1 K. Sterling Capital Stratton is currently producing year-to-date (YTD) return of 23.72%, while the total return for the last 3 years was 6.62%.
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
| ON | ON Semiconductor | Stock | Information Technology | |
| THG | The Hanover Insurance | Stock | Financials | |
| THO | Thor Industries | Stock | Consumer Discretionary | |
| BDC | Belden Inc | Stock | Information Technology | |
| RHP | Ryman Hospitality Properties | Stock | Real Estate | |
| WTFC | Wintrust Financial | Stock | Financials | |
| SIVB | SVB Financial Group | Stock | Financials | |
| ENS | Enersys | Stock | Industrials |
Sterling Capital Stratton Risk Profiles
| Mean Deviation | 0.832 | |||
| Semi Deviation | 0.8226 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.43 |
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.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |