Sterling Capital Behavioral Fund Quote
| BCVCX Fund | USD 26.72 0.02 0.07% |
Performance21 of 100
| Odds Of DistressLess than 15
|
Sterling Capital is trading at 26.72 as of the 15th of April 2024; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 26.7. Sterling Capital has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Sterling Capital Behavioral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of October 2023 and ending today, the 15th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.. More on Sterling Capital Behavioral
Moving together with Sterling Mutual Fund
| 0.97 | BAEIX | Sterling Capital Equity | PairCorr |
| 0.97 | SBIAX | Sterling Capital Beh | PairCorr |
| 0.97 | SBIDX | Sterling Capital Beh | PairCorr |
| 0.98 | STSCX | Sterling Capital Stratton | PairCorr |
| 0.98 | STRGX | Sterling Capital Stratton | PairCorr |
Sterling Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Sterling Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Sterling Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Sterling Capital Funds, Large Value Funds, Large Value, Sterling Capital Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
Sterling Capital Behavioral [BCVCX] is traded in USA and was established 15th of April 2024. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Sterling Capital Funds family. This fund currently has accumulated 312.85 M in assets under management (AUM) with no minimum investment requirementsSterling Capital Beh is currently producing year-to-date (YTD) return of 12.76% with the current yeild of 0.01%, while the total return for the last 3 years was 9.45%.
Check Sterling Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sterling Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sterling Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sterling Capital Behavioral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sterling Capital Behavioral Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials |
| JPM | JPMorgan Chase Co | Stock | Financials |
| PNC | PNC Financial Services | Stock | Financials |
| EXC | Exelon | Stock | Utilities |
| UPS | United Parcel Service | Stock | Industrials |
| CMCSA | Comcast Corp | Stock | Communication Services |
| HPQ | HP Inc | Stock | Information Technology |
Sterling Capital Target Price Odds Analysis
Based on a normal probability distribution, the odds of Sterling Capital jumping above the current price in 90 days from now is about 15.65%. The Sterling Capital Behavioral probability density function shows the probability of Sterling Capital mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Sterling Capital has a beta of 0.867 suggesting Sterling Capital Behavioral market returns are sensitive to returns on the market. As the market goes up or down, Sterling Capital is expected to follow. Additionally, sterling Capital Behavioral has an alpha of 0.088, implying that it can generate a 0.088 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Sterling Capital to move above the current price in 90 days from now is about 15.65 (This Sterling Capital Behavioral probability density function shows the probability of Sterling Mutual Fund to fall within a particular range of prices over 90 days) .
Sterling Capital Beh 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.
| Mean Deviation | 0.4937 | |||
| Semi Deviation | 0.3585 | |||
| Standard Deviation | 0.6226 | |||
| Variance | 0.3877 |
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 Behavioral at a given time. Please also check how Sterling Capital's historical prices are related to one of the top price index indicators.
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 the 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.Did you try this?
Run Alpha Finder Now
Alpha FinderUse alpha and beta coefficients to find investment opportunities after accounting for the risk |
| All Next | Launch Module |
How to buy Sterling Mutual Fund?
Before investing in Sterling Capital, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Sterling Capital. To buy Sterling Capital fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Sterling Capital. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Sterling Capital fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Sterling Capital Behavioral fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Sterling Capital Behavioral fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Sterling Capital Behavioral, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Sterling Capital Behavioral?
The danger of trading Sterling Capital Behavioral is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Sterling Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Sterling Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Sterling Capital Beh is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Sterling Capital Behavioral. 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 Beh 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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.