Sterling Capital Strategic Fund Three Year Return
Sterling Capital Strategic fundamentals help investors to digest information that contributes to Sterling Capital's financial success or failures. It also enables traders to predict the movement of Sterling Mutual Fund. The fundamental analysis module provides a way to measure Sterling Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sterling Capital mutual fund.
Sterling |
Sterling Capital Strategic Mutual Fund Three Year Return Analysis
Sterling Capital's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Sterling Capital Three Year Return | 11.95 % |
Most of Sterling Capital's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sterling Capital Strategic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Sterling Capital Strategic has a Three Year Return of 11.95%. This is much higher than that of the Category family and notably higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.
Sterling Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sterling Capital's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Sterling Capital could also be used in its relative valuation, which is a method of valuing Sterling Capital by comparing valuation metrics of similar companies.Sterling Capital is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Sterling Capital
The fund invests 59.03% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (29.57%) , cash (9.97%) and various exotic instruments.Asset allocation divides Sterling Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Sterling Fundamentals
| Price To Earning | 15.47 X | |||
| Price To Book | 1.87 X | |||
| Price To Sales | 1.08 X | |||
| Total Asset | 31.46 M | |||
| One Year Return | (6.26) % | |||
| Three Year Return | 11.95 % | |||
| Five Year Return | (0.09) % | |||
| Ten Year Return | 2.57 % | |||
| Net Asset | 31.46 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.06 | |||
| Holdings Turnover | 5.70 % | |||
| Cash Position Weight | 9.97 % | |||
| Equity Positions Weight | 59.03 % | |||
| Bond Positions Weight | 29.57 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Other Consideration for investing in Sterling Mutual Fund
If you are still planning to invest in Sterling Capital Str check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Sterling Capital's history and understand the potential risks before investing.
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