Sterling Mutual Fund Financials

STRAX
 Fund
  

USD 21.01  0.65  3.00%   

Financial data analysis helps to confirm if markets are presently mispricing Sterling Capital. We were able to analyze eleven available drivers for Sterling Capital Behavioral, which can be compared to its competition. Please use Sterling Capital three year return and equity positions weight to make a decision on whether Sterling Capital Beh is priced fairly. Use Sterling Capital to protect your portfolios against small market fluctuations. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences an unexpected downward movement. The market is reacting to new fundamentals. Check odds of Sterling Capital to be traded at $20.17 in 90 days.
  
With this module, you can analyze Sterling financials for your investing period. You should be able to track the changes in Sterling Capital individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Sterling Capital Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Sterling Capital's financial statements are interrelated, with each one affecting the others. For example, an increase in Sterling Capital's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 48
Sterling Capital Behavioral has less than 48 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Sterling Capital mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Sterling Capital's official financial statements usually reflect Sterling Capital's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Sterling Capital Beh. For example, before you start analyzing numbers published by Sterling accountants, it's critical to develop an understanding of what Sterling Capital's liquidity, profitability, and earnings quality are in the context of the Sterling Capital Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Sterling Capital, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Sterling Capital Company Summary

Sterling Capital competes with Exxon. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Sterling Capital is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business Address434 Fayetteville Street
Mutual Fund FamilySterling Capital Funds
Mutual Fund CategoryLarge Value
BenchmarkDOW
Phone800 228 1872
CurrencyUSD - US Dollar
You should never invest in Sterling Capital without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Sterling Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Sterling Capital's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Sterling Capital Key Financial Ratios

Generally speaking, Sterling Capital's financial ratios allow both analysts and investors to convert raw data from Sterling Capital's financial statements into concise, actionable information that can be used to evaluate the performance of Sterling Capital over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Sterling Capital Beh reports annually and quarterly.

Sterling Financial Ratios 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 Behavioral is rated top fund in ten year return among similar funds. It is rated top fund in three year return among similar funds reporting about  0.17  of Three Year Return per Ten Year Return. The ratio of Ten Year Return to Three Year Return for Sterling Capital Behavioral is roughly  5.93 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Sterling Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sterling Capital's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Capital Beh Systematic Risk

Sterling Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sterling Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Sterling Capital Beh correlated with the market. If Beta is less than 0 Sterling Capital generally moves in the opposite direction as compared to the market. If Sterling Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sterling Capital Beh is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sterling Capital is generally in the same direction as the market. If Beta > 1 Sterling Capital moves generally in the same direction as, but more than the movement of the benchmark.
.

About Sterling Capital Financials

What exactly are Sterling Capital Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Sterling Capital's income statement, its balance sheet, and the statement of cash flows. Potential Sterling Capital investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Sterling Capital investors may use each financial statement separately, they are all related. The changes in Sterling Capital's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Sterling Capital's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Sterling Capital is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Sterling has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Sterling Capital Behavioral is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 60.7 Million. Sterling Capital totals roughly 30.35 Million in net asset claiming about 50% of funds under Large Value category.

Sterling Capital October 6, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Sterling Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sterling Capital Behavioral. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sterling Capital Behavioral based on widely used predictive technical indicators. In general, we focus on analyzing Sterling Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sterling Capital's daily price indicators and compare them against related drivers.
Information Ratio(0.016617)
Maximum Drawdown5.58
Value At Risk(2.23)
Potential Upside1.89
Additionally, take a look at World Market Map. Note that the Sterling Capital Beh information on this page should be used as a complementary analysis to other Sterling Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

Complementary Tools for Sterling Mutual Fund analysis

When running Sterling Capital Beh price analysis, check to measure Sterling Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sterling Capital is operating at the current time. Most of Sterling Capital's value examination focuses on studying past and present price action to predict the probability of Sterling Capital's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sterling Capital's price. Additionally, you may evaluate how the addition of Sterling Capital to your portfolios can decrease your overall portfolio volatility.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Please note, there is a significant difference between Sterling Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Sterling Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sterling Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.