Sterling Capital Total Fund Fundamentals
| BICBX Fund | USD 10.05 0.01 0.1% |
Sterling Capital Total 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 Total 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 | 7.18 % |
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 Total 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.
| Competition |
Based on the latest financial disclosure, Sterling Capital Total has a Three Year Return of 7.18%. This is 21.7% lower than that of the BlackRock family and significantly higher than that of the Intermediate Core Bond category. The three year return for all United States funds is notably lower than that of the firm.
Sterling Capital Total Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sterling Capital's current stock value. Our valuation model uses many indicators to compare Sterling Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sterling Capital competition to find correlations between indicators driving Sterling Capital's intrinsic value. More Info.Sterling Capital Total is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,169 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sterling Capital's earnings, one of the primary drivers of an investment's value.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 consists of 96.82% investments in fixed income securities, with the rest of funds allocated in stocks, cash 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
| Annual Yield | 0 % | ||||
| Year To Date Return | 5.14 % | ||||
| One Year Return | 7.43 % | ||||
| Three Year Return | 7.18 % | ||||
| Five Year Return | 5.96 % | ||||
| Ten Year Return | 5.03 % | ||||
| Net Asset | 788.61 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Holdings Turnover | 41.37 % | ||||
| Cash Position Weight | 2.35 % | ||||
| Equity Positions Weight | 0.26 % | ||||
| Bond Positions Weight | 96.82 % |
About Sterling Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sterling Capital Total's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sterling Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sterling Capital Total based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.At least 90 percent of the value of the funds assets, plus the amount of any borrowings for investment purposes, is invested in securities comprising the index, which, for the fund, are considered bonds. The index is a capitalization weighted index that measures the investment grade, U.S. dollar-denominated, fixed-rate, taxable corporate and government-related bond markets with a maturity greater than one year and less than ten years.
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.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.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |