Sterling Capital Stratton Fund Buy Hold or Sell Recommendation

STMMX Fund  USD 37.03  0.07  0.19%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Sterling Capital Stratton is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Sterling Capital Stratton given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Sterling Capital Stratton, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Sterling Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Sterling and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Sterling Capital Stratton. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population.

Execute Sterling Capital Buy or Sell Advice

The Sterling recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sterling Capital Stratton. Macroaxis does not own or have any residual interests in Sterling Capital Stratton or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sterling Capital's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Sterling CapitalBuy Sterling Capital
Cautious Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Sterling Capital Stratton has a Mean Deviation of 0.7088, Standard Deviation of 0.9306 and Variance of 0.866
Sterling Capital Stratton recommendation module can be used to check and cross-verify current trade recommendation provided by analysts inspecting the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use Sterling Capital year to date return and minimum initial investment to ensure your buy or sell decision on Sterling Capital Stratton is adequate.

Sterling Capital Trading Alerts and Improvement Suggestions

Sterling Capital generated a negative expected return over the last 90 days
The fund generated three year return of -1.0%
Sterling Capital Stratton maintains 99.1% of its assets in stocks

Sterling Capital Returns Distribution Density

The distribution of Sterling Capital's historical returns is an attempt to chart the uncertainty of Sterling Capital's future price movements. The chart of the probability distribution of Sterling Capital daily returns describes the distribution of returns around its average expected value. We use Sterling Capital Stratton price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sterling Capital returns is essential to provide solid investment advice for Sterling Capital.
Mean Return
-0.1
Value At Risk
-1.44
Potential Upside
1.12
Standard Deviation
0.93
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sterling Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Sterling Capital Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sterling Capital or Sterling Capital Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sterling Capital's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sterling fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.14
β
Beta against Dow Jones0.24
σ
Overall volatility
0.93
Ir
Information ratio -0.22

Sterling Capital Volatility Alert

Sterling Capital Stratton exhibits very low volatility with skewness of -1.04 and kurtosis of 3.21. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sterling Capital's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sterling Capital's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Sterling Capital Fundamentals Vs Peers

Comparing Sterling Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sterling Capital's direct or indirect competition across all of the common fundamentals between Sterling Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sterling Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Sterling Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sterling Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Sterling Capital to competition
FundamentalsSterling CapitalPeer Average
Annual Yield0.02 %0.29 %
Year To Date Return10.28 %0.39 %
One Year Return12.73 %4.15 %
Three Year Return(1.36) %3.60 %
Five Year Return5.47 %3.24 %
Ten Year Return9.05 %1.79 %
Net Asset74.13 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.20.65
Cash Position Weight0.90 %10.61 %
Equity Positions Weight99.10 %63.90 %

Sterling Capital Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sterling . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Sterling Capital Buy or Sell Advice

When is the right time to buy or sell Sterling Capital Stratton? Buying financial instruments such as Sterling Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Sterling Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Heavy Metals Theme or any other thematic opportunities.
View All  Next Launch

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.
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
CEOs Directory
Screen CEOs from public companies around the world