Sterling Mutual Fund Buy Hold or Sell Recommendation

STRAX
 Fund
  

USD 23.65  0.34  1.46%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Sterling Capital Behavioral is 'Hold'. Macroaxis provides Sterling Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding STRAX positions. The advice algorithm takes into account all of Sterling Capital's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Sterling Capital's buy-and-hold perspective. Additionally, take a look at Sterling Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Sterling and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Sterling Capital Behavioral.

Execute Sterling Capital Buy or Sell Advice

The Sterling recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sterling Capital Behavioral. Macroaxis does not own or have any residual interests in Sterling Capital Behavioral or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sterling Capital's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Sterling CapitalBuy Sterling Capital
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Sterling Capital Behavioral has a Risk Adjusted Performance of 0.0474, Jensen Alpha of (0.032015), Total Risk Alpha of (0.03717), Sortino Ratio of (0.020728) and Treynor Ratio of 0.04
Our trade recommendation module complements current analysts and expert consensus on Sterling Capital Beh. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please use Sterling Capital Beh three year return and equity positions weight to make buy, hold, or sell decision on Sterling Capital.

Sterling Capital Trading Alerts and Improvement Suggestions

Sterling Capital Beh generated a negative expected return over the last 90 days
On 30th of June 2022 Sterling Capital paid $ 0.0958 per share dividend to its current shareholders
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The fund maintains 99.49% of its assets in stocks

Sterling Capital Returns Distribution Density

The distribution of Sterling Capital's historical returns is an attempt to chart the future uncertainty of Sterling Capital's future price movements. The chart of the probability distribution of Sterling Capital stock daily returns describes the distribution of returns around its average expected value. We use Sterling Capital Behavioral price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sterling Capital returns is essential to provide solid investment advice for Sterling Capital stock.
Mean Return0.05Value At Risk-2.26
Potential Upside2.14Standard Deviation1.37
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sterling Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Sterling Capital Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sterling Capital or Sterling Capital Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sterling Capital stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sterling stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.03
β
Beta against DOW1.02
σ
Overall volatility
1.36
Ir
Information ratio -0.02

Sterling Capital Volatility Alert

Sterling Capital Behavioral has relatively low volatility with skewness of -0.61 and kurtosis of 1.03. However, we advise all investors to independently investigate Sterling Capital Behavioral to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sterling Capital's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sterling Capital's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Sterling Capital Implied Volatility

Sterling Capital's implied volatility" href="/stock-options/STRAX/Sterling-Capital-Behavioral">Sterling Capital's implied volatility exposes the market's sentiment of Sterling Capital Behavioral stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Sterling Capital's implied volatility" href="/stock-options/STRAX/Sterling-Capital-Behavioral">Sterling Capital's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Sterling Capital stock will not fluctuate a lot when Sterling Capital's options" href="/stock-options/STRAX/Sterling-Capital-Behavioral">Sterling Capital's options are near their expiration.

Sterling Capital Fundamentals Vs Peers

Comparing Sterling Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sterling Capital's direct or indirect competition across all of the common fundamentals between Sterling Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sterling Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Sterling Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sterling Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Sterling Capital to competition
FundamentalsSterling CapitalPeer Average
One Year Return(3.34) %4.15 %
Three Year Return1.39 %3.60 %
Five Year Return2.64 %3.24 %
Ten Year Return8.24 %1.79 %
Net Asset30.35 M4.11 B
Last Dividend Paid0.20.65
Cash Position Weight0.51 %10.61 %
Equity Positions Weight99.49 %63.90 %

About Sterling Capital Buy or Sell Advice

When is the right time to buy or sell Sterling Capital Behavioral? Buying financial instruments such as Sterling Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Sterling Capital investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Sterling Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Computers Thematic Idea Now

Computers
Computers Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Computers theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Computers Theme or any other thematic opportunities.
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Additionally, take a look at Sterling Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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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.