Sterling Capital Special Fund Quote
| BOPCX Fund | USD 15.32 0.01 0.07% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Sterling Capital is trading at 15.32 as of the 15th of December 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 15.31. 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 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 equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. More on Sterling Capital Special
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Sterling Mutual Fund Highlights
| Fund Concentration | Sterling Capital Funds, Large Blend Funds, Large Blend, Sterling Capital Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Sterling Capital Special [BOPCX] 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 Blend category and is part of Sterling Capital Funds family. This fund currently has accumulated 495.9 M in assets under management (AUM) with no minimum investment requirementsSterling Capital Special is currently producing year-to-date (YTD) return of 22.57%, while the total return for the last 3 years was 7.24%.
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 Special 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 Special Mutual Fund Constituents
| LYV | Live Nation Entertainment | Stock | Communication Services | |
| GILD | Gilead Sciences | Stock | Health Care | |
| ALK | Alaska Air Group | Stock | Industrials | |
| INTU | Intuit Inc | Stock | Information Technology | |
| ECL | Ecolab Inc | Stock | Materials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials |
Sterling Capital Special Risk Profiles
| Mean Deviation | 0.9997 | |||
| Standard Deviation | 2.88 | |||
| Variance | 8.32 | |||
| Risk Adjusted Performance | (0.05) |
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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |