Sterling Mutual Fund Quote

BWVCX -  USA Fund  

USD 10.25  0.01  0.1%

Sterling Capital is trading at 10.25 as of the 27th of September 2021; that is -0.1 percent decrease since the beginning of the trading day. The fund's open price was 10.26. Sterling Capital has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Sterling Capital West are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2021 and ending today, the 27th of September 2021. Click here to learn more.
 Market Performance
0 of 100
  Odds Of Distress
Less than 1

Sterling Capital Mutual Fund Profile

The investment seeks current income exempt from federal and West Virginia income taxes consistent with preservation of capital. Sterling Capital is traded on NASDAQ Exchange in the United States. more on Sterling Capital
Sterling Capital generates negative expected return over the last 90 days
Sterling Capital is unlikely to experience financial distress in the next 2 years
The fund holds about 97.42% of its assets under management (AUM) in fixed income securities
Legal NameSterling Capital West
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Sterling Capital's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year0.73
Startdate1st of February 2000
Sterling Capital West [BWVCX] is traded in USA and was established 27th of September 2021. The fund is listed under Muni Single State Interm category and is part of Sterling Capital Funds family. Sterling Capital West currently has accumulated 99.45 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was 2.12%.
Check Sterling Capital Probability Of Bankruptcy

Instrument Allocation

Sterling Capital West Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Sterling Capital market risk premium is the additional return an investor will receive from holding Sterling Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Sterling Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Sterling Capital's alpha and beta are two of the key measurements used to evaluate Sterling Capital's performance over the market, the standard measures of volatility play an important role as well.

Sterling Capital Against Markets

Picking the right benchmark for Sterling Capital mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Sterling Capital mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Sterling Capital is critical whether you are bullish or bearish towards Sterling Capital West at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Sterling Capital without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Continue to Trending Equities. Note that the Sterling Capital West information on this page should be used as a complementary analysis to other Sterling Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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When running Sterling Capital West price analysis, check to measure Sterling Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sterling Capital is operating at the current time. Most of Sterling Capital's value examination focuses on studying past and present price action to predict the probability of Sterling Capital's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sterling Capital's price. Additionally, you may evaluate how the addition of Sterling Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Sterling Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Sterling Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sterling Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.