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Sparkasse Passau Drei-Flusse Invest (BCMAX)

12.08
0.00
(0.00%)
At close: January 26 at 8:00:04 PM EST
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  • Previous Close 12.08
  • YTD Return 2.20%
  • Expense Ratio 1.09%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 15.75M
  • Beta (5Y Monthly) 1.28
  • Yield 1.78%
  • 5y Average Return --
  • Holdings Turnover 3.50%
  • Last Dividend 0.00
  • Inception Date Jan 29, 1998

The investment seeks capital appreciation. The fund will invest 55% to 90% of its total assets in underlying funds which invest mainly in equity securities, and 5% to 35% of its total assets in underlying funds which invest mainly in fixed income securities (including investment grade and high yield ("junk") bonds and floating rate securities). It will invest in underlying funds which invest in securities of U.S., international and emerging market issuers.

Sterling Capital Funds

Fund Family

Allocation--70% to 85% Equity

Fund Category

15.75M

Net Assets

1998-01-29

Inception Date

Performance Overview: BCMAX

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Trailing returns as of 1/26/2021. Category is Allocation--70% to 85% Equity.

YTD Return

BCMAX
2.20%
Category
11.35%
 

1-Year Return

BCMAX
4.55%
Category
32.83%
 

3-Year Return

BCMAX
2.30%
Category
11.75%
 

5-Year Return

BCMAX
5.51%
Category
11.53%
 

Holdings: BCMAX

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Sector Weightings

SectorBCMAX
Healthcare   19.44%
Technology   18.14%
Industrials   11.69%
Energy   2.15%
Real Estate   2.14%
Utilities   2.11%

Recent News: BCMAX

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Research Reports: BCMAX

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