Sterling Capital Behavioral Fund Quote

BCVCX Fund  USD 29.45  0.07  0.24%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Sterling Capital is trading at 29.45 as of the 15th of December 2024; that is 0.24 percent down since the beginning of the trading day. The fund's open price was 29.52. Sterling Capital has about a 20 % 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 16th of October 2024 and ending today, the 15th of December 2024. 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 against Sterling Mutual Fund

  0.73SBIDX Sterling Capital BehPairCorr
  0.72SBIAX Sterling Capital BehPairCorr
  0.72SBIIX Sterling Capital BehPairCorr
  0.57STRFX Wells Fargo LargePairCorr

Sterling Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Funds, Large Value Funds, Large Value, Sterling Capital Funds, Large Value, Large Value (View all Sectors)
Update Date31st of December 2024
Sterling Capital Behavioral [BCVCX] is traded in USA and was established 15th of December 2024. 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 312.85 M in assets under management (AUM) with no minimum investment requirementsSterling Capital Beh is currently producing year-to-date (YTD) return of 24.69% with the current yeild of 0.01%, while the total return for the last 3 years was 10.13%.
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 Mutual Fund Constituents

MSMorgan StanleyStockFinancials
CCitigroupStockFinancials
TATT IncStockCommunication Services
GSGoldman Sachs GroupStockFinancials
GMGeneral MotorsStockConsumer Discretionary
IBMInternational Business MachinesStockInformation Technology
DEDeere CompanyStockIndustrials
GDGeneral DynamicsStockIndustrials
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Sterling Capital Beh 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.
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