FRG Family Wealth Advisors LLC Invests 214,000 in International Business Machines Co.
| BCVCX Fund | USD 29.45 0.07 0.24% |
Slightly above 62% of Sterling Capital's investor base is looking to short. The analysis of overall sentiment of trading Sterling Capital Behavioral mutual fund suggests that many investors are alarmed at this time. Sterling Capital's investing sentiment can be driven by a variety of factors including economic data, Sterling Capital's earnings reports, geopolitical events, and overall market trends.
Sterling |
FRG Family Wealth Advisors LLC purchased a new position in International Business Machines Co. during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 968 shares of the technology companys stock, valued at approximately 214,000. Several other institutional investors have also modified their holdings of IBM. Ellenbecker Investment Group increased its holdings
Read at thelincolnianonline.com
 |
Sterling Capital Fundamental Analysis
We analyze Sterling Capital's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sterling Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sterling Capital based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Total Asset
Total Asset Comparative Analysis
Sterling Capital is currently under evaluation in total asset among similar funds. Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.
Sterling Capital Beh Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Sterling Capital mutual fund to make a market-neutral strategy. Peer analysis of Sterling Capital could also be used in its relative valuation, which is a method of valuing Sterling Capital by comparing valuation metrics with similar companies.
Peers
Sterling Capital Related Equities
| BSGAX | Sterling Capital | 0.12 |
| ||
| STMMX | Sterling Capital | 0.19 |
| ||
| STMDX | Sterling Capital | 0.19 |
| ||
| SBIAX | Sterling Capital | 0.20 |
| ||
| STMOX | Sterling Capital | 0.22 |
| ||
| BASCX | Sterling Capital | 0.28 |
| ||
| SBIDX | Sterling Capital | 0.29 |
| ||
| SBIIX | Sterling Capital | 0.29 |
| ||
| BSCIX | Sterling Capital | 0.29 |
| ||
| BAEIX | Sterling Capital | 0.57 |
|
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |