Sterling Capital Equity Fund Quote
| BAEIX Fund | USD 21.74 0.10 0.46% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sterling Capital is trading at 21.74 as of the 22nd of March 2025; that is 0.46 percent down since the beginning of the trading day. The fund's open price was 21.84. Sterling Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. More on Sterling Capital Equity
Moving together with Sterling Mutual Fund
Sterling Mutual Fund Highlights
| Fund Concentration | Sterling Capital Funds, Large Value Funds, Large Value, Sterling Capital Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Sterling Capital Equity [BAEIX] is traded in USA and was established 22nd of March 2025. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Sterling Capital Funds family. This fund currently has accumulated 2 B in assets under management (AUM) with minimum initial investment of 1 K. Sterling Capital Equity is currently producing year-to-date (YTD) return of 1.29% with the current yeild of 0.01%, while the total return for the last 3 years was 6.33%.
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 Equity 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 Equity Mutual Fund Constituents
| GM | General Motors | Stock | Consumer Discretionary | |
| CCI | Crown Castle | Stock | Real Estate | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UPS | United Parcel Service | Stock | Industrials |
Sterling Capital Equity Risk Profiles
| Mean Deviation | 0.652 | |||
| Standard Deviation | 0.7982 | |||
| Variance | 0.6371 | |||
| Risk Adjusted Performance | (0.06) |
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.
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