Sterling Capital Behavioral Fund Quote
| SPSDX Fund | USD 18.19 0.16 0.87% |
PerformanceSolid
| Odds Of DistressLow
|
Sterling Capital is trading at 18.19 as of the 12th of July 2025; that is 0.87 percent decrease since the beginning of the trading day. The fund's open price was 18.35. Sterling Capital has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 12th of June 2025 and ending today, the 12th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small capitalization companies are defined as companies with market capitalizations within the range of those companies in the Russell 2000 Index at the time of purchase.. More on Sterling Capital Behavioral
Moving together with Sterling Mutual Fund
Sterling Mutual Fund Highlights
| Fund Concentration | Sterling Capital Funds, Large Funds, Small Value Funds, Small Value, Sterling Capital Funds, Large, Small Value (View all Sectors) |
| Update Date | 30th of June 2025 |
Sterling Capital Behavioral [SPSDX] is traded in USA and was established 12th of July 2025. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Sterling Capital Funds family. This fund at this time has accumulated 238.71 M in assets with minimum initial investment of 1 K. Sterling Capital Beh is currently producing year-to-date (YTD) return of 0.93% with the current yeild of 0.01%, while the total return for the last 3 years was 3.22%.
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 Behavioral 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 Behavioral Mutual Fund Constituents
| OFG | OFG Bancorp | Stock | Financials | |
| LPG | Dorian LPG | Stock | Energy | |
| ARCB | ArcBest Corp | Stock | Industrials | |
| MPW | Medical Properties Trust | Stock | Real Estate | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| THC | Tenet Healthcare | Stock | Health Care | |
| ACA | Arcosa Inc | Stock | Industrials | |
| TROX | Tronox Holdings PLC | Stock | Materials |
Sterling Capital Beh Risk Profiles
| Mean Deviation | 1.01 | |||
| Semi Deviation | 1.06 | |||
| Standard Deviation | 1.53 | |||
| Variance | 2.36 |
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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