Sterling Capital Financials
| STSNX Fund | USD 43.11 0.20 0.47% |
Sterling |
Please note that past performance is not an indicator of the future performance of Sterling Capital, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sterling Capital Fund Summary
Sterling Capital competes with Calvert Equity, Calvert Emerging, Calvert Large, and Calvert Short. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000 Index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | 434 Fayetteville Street |
| Mutual Fund Family | Sterling Capital Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 800 228 1872 |
| Currency | USD - US Dollar |
Sterling Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sterling Capital's current stock value. Our valuation model uses many indicators to compare Sterling Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sterling Capital competition to find correlations between indicators driving Sterling Capital's intrinsic value. More Info.Sterling Capital Stratton is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 1,958 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Sterling Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sterling Capital's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sterling Capital's earnings, one of the primary drivers of an investment's value.Sterling Capital Stratton Systematic Risk
Sterling Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sterling Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty with a total number of output elements of twenty-one. The Beta measures systematic risk based on how returns on Sterling Capital Stratton correlated with the market. If Beta is less than 0 Sterling Capital generally moves in the opposite direction as compared to the market. If Sterling Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sterling Capital Stratton is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sterling Capital is generally in the same direction as the market. If Beta > 1 Sterling Capital moves generally in the same direction as, but more than the movement of the benchmark.
Sterling Capital April 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sterling Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sterling Capital Stratton. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sterling Capital Stratton based on widely used predictive technical indicators. In general, we focus on analyzing Sterling Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sterling Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.18 | |||
| Information Ratio | 0.0132 | |||
| Maximum Drawdown | 4.43 | |||
| Value At Risk | (1.98) | |||
| Potential Upside | 1.48 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sterling Capital Stratton. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.