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Nasdaq USD

Sterling Capital Mid Value C (OVECX)

9.70
-0.54
(-5.27%)
At close: April 4 at 8:01:55 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10,000
Min Subsequent Investment
1,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.25

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Ameritas NTFN
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • DailyAccess Corporation Matrix
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Mid-Cap Value
Fund Family Sterling Capital Funds
Net Assets 27.62M
YTD Return -0.75%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 1996

Performance & Risk

YTD Return -3.76%
5y Average Return 15.78%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

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