Sterling Capital West Fund Net Asset
| BWVCX Fund | USD 9.43 0.01 0.11% |
Sterling Capital West fundamentals help investors to digest information that contributes to Sterling Capital's financial success or failures. It also enables traders to predict the movement of Sterling Mutual Fund. The fundamental analysis module provides a way to measure Sterling Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sterling Capital mutual fund.
Sterling |
Sterling Capital West Mutual Fund Net Asset Analysis
Sterling Capital's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Sterling Capital Net Asset | 79.51 M |
Most of Sterling Capital's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sterling Capital West is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Sterling Capital West has a Net Asset of 79.51 M. This is much higher than that of the Sterling Capital Funds family and significantly higher than that of the Muni Single State Interm category. The net asset for all United States funds is notably lower than that of the firm.
Sterling Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sterling Capital's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. 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 of similar companies.Sterling Capital is currently under evaluation in net asset among similar funds.
Fund Asset Allocation for Sterling Capital
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Sterling Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Sterling Fundamentals
| Total Asset | 82.07 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.04 % | ||||
| One Year Return | 0.16 % | ||||
| Three Year Return | (1.49) % | ||||
| Five Year Return | 0.22 % | ||||
| Ten Year Return | 2.17 % | ||||
| Net Asset | 79.51 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 3.06 % |
About Sterling Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sterling Capital West'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 West 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.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Sterling Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Sterling Capital's short interest history, or implied volatility extrapolated from Sterling Capital options trading.
Pair Trading with Sterling Capital
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Sterling Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Sterling Capital will appreciate offsetting losses from the drop in the long position's value.Moving together with Sterling Mutual Fund
| 0.96 | BSCIX | Sterling Capital South | PairCorr |
The ability to find closely correlated positions to Sterling Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sterling Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Sterling Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Sterling Capital West to buy it.
The correlation of Sterling Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Sterling Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sterling Capital West moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Sterling Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Sterling Capital West. 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 main economic indicators. 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 the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.