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Nasdaq - Delayed Quote USD

Sterling Capital Mid Value A (OVEAX)

13.09
-0.72
(-5.21%)
At close: 8:01:55 PM EDT
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  • Previous Close 13.81
  • YTD Return -0.60%
  • Expense Ratio 1.16%
  • Category Mid-Cap Value
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 27.62M
  • Beta (5Y Monthly) 0.94
  • Yield 0.26%
  • 5y Average Return --
  • Holdings Turnover 39.31%
  • Last Dividend 0.00
  • Inception Date Aug 1, 1996

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the securities of middle capitalization companies. Under normal market conditions, it primarily invests in domestically traded U.S. common stocks, U.S. traded common stocks of foreign companies. The fund may have exposure to emerging markets through its investments in ADRs. It may invest in securities of small and large capitalization companies.

Sterling Capital Funds

Fund Family

Mid-Cap Value

Fund Category

27.62M

Net Assets

1996-08-01

Inception Date

More about Sterling Capital Mid Value A

Performance Overview: OVEAX

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Trailing returns as of 4/3/2025. Category is Mid-Cap Value.

YTD Return

OVEAX
0.60%
Category
21.28%
 

1-Year Return

OVEAX
0.28%
Category
55.83%
 

3-Year Return

OVEAX
1.25%
Category
11.08%
 

5-Year Return

OVEAX
15.52%
Category
11.93%
 

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PMVAX Putnam Sustainable Future A
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MLUAX MassMutual Select Funds - MassMutual Mid Cap Value Fund
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SPSAX Sterling Capital Behav Sm Cp Val Eq A
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OVECX Sterling Capital Mid Value C
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MRERX MFS Core Equity R2
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OIEFX JPMorgan Equity Income R2
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MMUKX MFS Utilities R6
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BEGIX Sterling Capital Equity Income Fund
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OFAFX Olstein All Cap Value Adv
23.79
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MDRFX BlackRock Mid-Cap Value Fund
18.85
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SPSCX Sterling Capital Behav Sm Cp Val Eq Intl
16.67
-4.31%
 
PAGHX Permanent Portfolio Aggressive Growth C
78.49
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Holdings: OVEAX

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Sector Weightings

SectorOVEAX
Technology   18.80%
Consumer Cyclical   16.35%
Financial Services   16.30%
Industrials   14.55%
Utilities   8.43%
Healthcare   7.13%
Basic Materials   4.17%
Real Estate   4.16%
Energy   3.76%
Communication Services   3.72%
Consumer Defensive   2.64%
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Recent News: OVEAX

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Research Reports: OVEAX

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