Sterling Capital Smid Financials

We advise to exercise Sterling Capital fundamental analysis to find out if markets are presently mispricing the entity. In other words this technique allows you to confirm available indicators of Sterling Capital Smid as well as the relationship between them. We were able to break down and interpolate data for ten available drivers for Sterling Capital Smid, which can be compared to its competition.
  
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 Pace High, T Rowe, Franklin High, California High-yield, and Morningstar Aggressive. The fund normally invests principally in equity securities and will invest at least 80 percent of its net assets plus borrowings for investment purposes in the securities of small or middle capitalization companies. Sterling Capital is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressSterling Capital Funds
Mutual Fund FamilySterling Capital Funds
Mutual Fund CategoryMid-Cap Blend
BenchmarkNYSE Composite
Phone800 228 1872
CurrencyUSD - 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 Smid is rated second largest fund in year to date return among similar funds. It is rated top fund in one year return among similar funds reporting about  0.44  of One Year Return per Year To Date Return. The ratio of Year To Date Return to One Year Return for Sterling Capital Smid is roughly  2.28 . 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 Market Pulse

 Quote9.00
 Change(%) 0.00  
 Change0.00 
 Open9.0
 Low9.0
 High9.0
 Volume0
 ExchangeNMFQS
Sterling Capital Smid is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Blend category is currently estimated at about 31.37 Billion. Sterling Capital adds roughly 5.66 Million in net asset claiming only tiny portion of funds under Mid-Cap Blend category.
Check out World Market Map to better understand how to build diversified portfolios. 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 persons.
You can also try the Stocks Directory module to find actively traded stocks across global markets.

Other Consideration for investing in Sterling Mutual Fund

If you are still planning to invest in Sterling Capital Smid check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Sterling Capital's history and understand the potential risks before investing.
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