Sterling Mutual Fund Quote


USD 20.99  0.50  2.33%   

Market Performance
0 of 100
Odds Of Distress
Less than 48
Sterling Capital is trading at 20.99 as of the 25th of September 2022; that is -2.33 percent decrease since the beginning of the trading day. The fund's open price was 21.49. Sterling Capital has 48 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Sterling Capital Behavioral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of October 2020 and ending today, the 25th of September 2022. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.. More on Sterling Capital Behavioral

Moving together with Sterling Capital

+0.83JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr

Sterling Capital Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Sterling Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Sterling Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Sterling Capital Beh generated a negative expected return over the last 90 days
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The fund maintains 99.49% of its assets in stocks
CEO, DirectorGudmundur Palmason
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Sterling Capital's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedUndervalued
Startdate21st of August 2013
Sterling Capital Behavioral [STRAX] is traded in USA and was established 25th of September 2022. The fund is listed under Large Value category and is part of Sterling Capital Funds family. Sterling Capital Beh at this time has accumulated 30.35 M in assets with no minimum investment requirements, while the total return for the last 3 years was 1.39%.
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 Constituents

Sterling Capital Target Price Odds Analysis

Based on a normal probability distribution, the odds of Sterling Capital jumping above the current price in 90 days from now is about 99.0%. The Sterling Capital Behavioral probability density function shows the probability of Sterling Capital mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Sterling Capital has a beta of 0.9053. This usually implies Sterling Capital Behavioral market returns are sensitive to returns on the market. As the market goes up or down, Sterling Capital is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Sterling Capital Beh is significantly underperforming DOW.
  Odds Below 20.99HorizonTargetOdds Above 20.99
1.10%90 days
Based on a normal probability distribution, the odds of Sterling Capital to move above the current price in 90 days from now is about 99.0 (This Sterling Capital Behavioral probability density function shows the probability of Sterling Mutual Fund to fall within a particular range of prices over 90 days) .

Sterling Capital Top Holders

Sterling Capital Beh Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Sterling Capital market risk premium is the additional return an investor will receive from holding Sterling Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Sterling Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Sterling Capital's alpha and beta are two of the key measurements used to evaluate Sterling Capital's performance over the market, the standard measures of volatility play an important role as well.

Sterling Capital Against Markets

Picking the right benchmark for Sterling Capital mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Sterling Capital mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Sterling Capital is critical whether you are bullish or bearish towards Sterling Capital Behavioral at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Sterling Capital without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Sterling Capital Behavioral?

The danger of trading Sterling Capital Behavioral is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Sterling Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Sterling Capital. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Sterling Capital Beh is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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.
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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.