Sterling Capital Stratton Fund Quote
| STRLX Fund | USD 60.17 0.28 0.46% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Sterling Capital is trading at 60.17 as of the 16th of December 2024; that is 0.46 percent down since the beginning of the trading day. The fund's open price was 60.45. 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 27th of December 2022 and ending today, the 16th of December 2024. Click here to learn more.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Index at the time of investment.. More on Sterling Capital Stratton
Moving together with Sterling Mutual Fund
Moving against Sterling Mutual Fund
Sterling Mutual Fund Highlights
| Fund Concentration | Sterling Capital Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Sterling Capital Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Sterling Capital Stratton [STRLX] is traded in USA and was established 16th of December 2024. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Sterling Capital Funds family. This fund at this time has accumulated 66.67 M in assets with minimum initial investment of 1 K. Sterling Capital Stratton is currently producing year-to-date (YTD) return of 13.96% with the current yeild of 0.0%, while the total return for the last 3 years was 6.02%.
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 Stratton 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 Stratton Mutual Fund Constituents
| WLK | Westlake Chemical | Stock | Materials | |
| ATVI | Activision Blizzard | Stock | Communication Services | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| URI | United Rentals | Stock | Industrials | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| SWX | Southwest Gas Holdings | Stock | Utilities | |
| SWKS | Skyworks Solutions | Stock | Information Technology |
Sterling Capital Stratton Risk Profiles
| Mean Deviation | 0.7953 | |||
| Standard Deviation | 1.8 | |||
| Variance | 3.25 | |||
| Risk Adjusted Performance | (0.03) |
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.
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |