Sterling Capital Equity Fund Quote

BCEGX Fund  USD 21.49  0.11  0.51%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Sterling Capital is trading at 21.49 as of the 20th of March 2025; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 21.6. Sterling Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th 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

Sterling Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Value Funds, Large Value, Sterling Capital Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Sterling Capital Equity [BCEGX] is traded in USA and was established 20th 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 no minimum investment requirementsSterling Capital Equity is currently producing year-to-date (YTD) return of 1.17% with the current yeild of 0.01%, while the total return for the last 3 years was 5.54%.
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

QCOMQualcomm IncorporatedStockInformation Technology
LOWLowes CompaniesStockConsumer Discretionary
HDHome DepotStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
UPSUnited Parcel ServiceStockIndustrials
SBUXStarbucksStockConsumer Discretionary
PEPPepsiCoStockConsumer Staples
MSFTMicrosoftStockInformation Technology
More Details

Sterling Capital Equity Risk Profiles

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.
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.