Sterling Capital Stratton Fund Manager Performance Evaluation
| STSCX Fund | USD 38.67 0.21 0.54% |
The entity has a beta of 1.69, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Sterling Capital will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Sterling Capital Stratton are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Sterling Capital showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 1st of February 2025 | |
| Expense Ratio | 1.0600 |
Sterling |
Sterling Capital Relative Risk vs. Return Landscape
If you would invest 2,818 in Sterling Capital Stratton on October 31, 2025 and sell it today you would earn a total of 1,049 from holding Sterling Capital Stratton or generate 37.22% return on investment over 90 days. Sterling Capital Stratton is currently producing 0.5846% returns and takes up 3.6313% volatility of returns over 90 trading days. Put another way, 32% of traded mutual funds are less volatile than Sterling, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sterling Capital Current Valuation
Undervalued
Today
Please note that Sterling Capital's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Sterling Capital Stratton has a current Real Value of $40.64 per share. The regular price of the fund is $38.67. We determine the value of Sterling Capital Stratton from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Sterling Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sterling Mutual Fund. However, Sterling Capital's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 38.67 | Real 40.64 | Hype 38.67 | Naive 40.84 |
The intrinsic value of Sterling Capital's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Sterling Capital's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Sterling Capital Stratton helps investors to forecast how Sterling mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Sterling Capital more accurately as focusing exclusively on Sterling Capital's fundamentals will not take into account other important factors: Sterling Capital Target Price Odds to finish over Current Price
The tendency of Sterling Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 38.67 | 90 days | 38.67 | about 12.11 |
Based on a normal probability distribution, the odds of Sterling Capital to move above the current price in 90 days from now is about 12.11 (This Sterling Capital Stratton probability density function shows the probability of Sterling Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.69 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Sterling Capital will likely underperform. Additionally Sterling Capital Stratton has an alpha of 0.3825, implying that it can generate a 0.38 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Sterling Capital Price Density |
| Price |
Predictive Modules for Sterling Capital
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Sterling Capital Stratton. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Sterling Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Sterling Capital Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Sterling Capital is not an exception. The market had few large corrections towards the Sterling Capital's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Sterling Capital Stratton, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Sterling Capital within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.38 | |
β | Beta against Dow Jones | 1.69 | |
σ | Overall volatility | 4.72 | |
Ir | Information ratio | 0.12 |
Sterling Capital Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Sterling Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Sterling Capital Stratton can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Sterling Capital appears to be risky and price may revert if volatility continues | |
| The fund maintains 98.47% of its assets in stocks |
Sterling Capital Fundamentals Growth
Sterling Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sterling Capital, and Sterling Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sterling Mutual Fund performance.
| Price To Earning | 20.18 X | ||||
| Price To Book | 2.38 X | ||||
| Price To Sales | 1.64 X | ||||
| Total Asset | 155.65 M | ||||
About Sterling Capital Performance
Evaluating Sterling Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sterling Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sterling Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Sterling Capital Stratton performance evaluation
Checking the ongoing alerts about Sterling Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sterling Capital Stratton help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sterling Capital appears to be risky and price may revert if volatility continues | |
| The fund maintains 98.47% of its assets in stocks |
- Analyzing Sterling Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sterling Capital's stock is overvalued or undervalued compared to its peers.
- Examining Sterling Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sterling Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sterling Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sterling Capital's mutual fund. These opinions can provide insight into Sterling Capital's potential for growth and whether the stock is currently undervalued or overvalued.
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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