Sterling Capital Mid Fund Quote

STRMX Fund  USD 14.89  0.16  1.09%   

Performance

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Odds Of Distress

Low

 
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Low
Sterling Capital is trading at 14.89 as of the 19th of March 2025; that is 1.09% up since the beginning of the trading day. The fund's open price was 14.73. 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 19th of December 2024 and ending today, the 19th 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 the securities of middle capitalization companies. Under normal market conditions, it primarily invests in domestically traded U.S. common stocks, U.S. More on Sterling Capital Mid

Moving together with Sterling Mutual Fund

  0.63BAEIX Sterling Capital EquityPairCorr

Sterling Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Sterling Capital Funds (View all Sectors)
Update Date31st of March 2025
Sterling Capital Mid [STRMX] is traded in USA and was established 19th of March 2025. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Sterling Capital Funds family. This fund at this time has accumulated 53.83 M in assets with no minimum investment requirementsSterling Capital Mid is currently producing year-to-date (YTD) return of 2.75% with the current yeild of 0.0%, while the total return for the last 3 years was 2.57%.
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 Mid 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 Mid Mutual Fund Constituents

AMGAffiliated Managers GroupStockFinancials
GPNGlobal PaymentsStockFinancials
EEFTEuronet WorldwideStockIndustrials
EBAYeBay IncStockConsumer Discretionary
MTBMT BankStockFinancials
LNCLincoln NationalStockFinancials
MCKMcKessonStockHealth Care
CTVACortevaStockMaterials
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Sterling Capital Mid 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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