Sterling Capital Focus Etf Profile

LCG Etf  USD 28.54  0.51  1.82%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 9

 
High
 
Low
Low
Sterling Capital is trading at 28.54 as of the 9th of October 2024. This is a 1.82 percent increase since the beginning of the trading day. The etf's lowest day price was 28.45. Sterling Capital has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Sterling Capital Focus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of September 2024 and ending today, the 9th of October 2024. Click here to learn more.
The fund is an actively managed exchange traded fund . Sterling Capital is traded on NYSEARCA Exchange in the United States. More on Sterling Capital Focus

Moving together with Sterling Etf

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  0.78SPYG SPDR Portfolio SPPairCorr
  0.78IUSG iShares Core SPPairCorr
  0.76VONG Vanguard Russell 1000PairCorr

Moving against Sterling Etf

  0.53HUM Humana Inc Fiscal Year End 23rd of January 2025 PairCorr
  0.4OIH VanEck Oil ServicesPairCorr

Sterling Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationVN Small Cap, Large Cap ETFs, Size And Style ETFs, Large Growth, Sterling Capital Funds (View all Sectors)
IssuerBB&T
Inception Date2020-08-26
Entity TypeRegulated Investment Company
Asset Under Management39.91 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorGemini Fund Services, LLC
AdvisorSterling Capital Management LLC
CustodianBrown Brothers Harriman & Co.
DistributorNorthern Lights Distributors, LLC
Portfolio ManagerColin R. Ducharme, Jeremy M. Lopez
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents23.0
Market MakerSusquehanna
Total Expense0.59
Management Fee0.59
Country NameUSA
Returns Y T D(1.58)
NameSterling Capital Focus Equity ETF
Currency CodeUSD
Open FigiBBG00WYY7QQ4
In Threey Volatility27.19
1y Volatility27.25
200 Day M A28.2138
50 Day M A27.7223
CodeLCG
Updated At9th of October 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.03)
TypeETF
Sterling Capital Focus [LCG] is traded in USA and was established 2020-08-26. The fund is classified under Large Growth category within Sterling Capital Funds family. The entity is thematically classified as Large Cap ETFs. Sterling Capital Focus now have 50.23 M in assets. , while the total return for the last 3 years was -2.3%.
Check Sterling Capital Probability Of Bankruptcy

Geographic 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 Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sterling Etf, 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 Focus Etf, 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 Focus Etf Constituents

ADYEYAdyen NVPink SheetSoftware—Infrastructure
AMZNAmazon IncStockConsumer Discretionary
CSGPCoStar GroupStockIndustrials
CWSTCasella Waste SystemsStockIndustrials
GOOGAlphabet Inc Class CStockCommunication Services
IDXXIDEXX LaboratoriesStockHealth Care
MAMastercardStockFinancials
MCOMoodysStockFinancials
More Details

Sterling Capital Focus Risk Profiles

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.

Sterling Capital Against Markets

When determining whether Sterling Capital Focus is a strong investment it is important to analyze Sterling Capital's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Sterling Capital's future performance. For an informed investment choice regarding Sterling Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Sterling Capital Focus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
The market value of Sterling Capital Focus is measured differently than its book value, which is the value of Sterling that is recorded on the company's balance sheet. Investors also form their own opinion of Sterling Capital's value that differs from its market value or its book value, called intrinsic value, which is Sterling Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sterling Capital's market value can be influenced by many factors that don't directly affect Sterling Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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 if Sterling Capital is a good investment 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.