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Nasdaq - Delayed Quote USD

Sterling Capital Behav Sm Cp Val Eq Intl (SPSCX)

17.42
-1.27
(-6.80%)
At close: 8:03:59 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

  • Commonwealth Universe
  • WFA MF Advisory Updated 3.3.25
  • WFA Fdntl Choice/PIM Updated 3.3.25

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small capitalization companies are defined as companies with market capitalizations within the range of those companies in the Russell 2000® Index at the time of purchase.

Fund Overview

Category Small Value
Fund Family Sterling Capital Funds
Net Assets 96.34M
YTD Return -1.92%
Yield 1.29%
Morningstar Rating
Inception Date Jan 02, 1997

Performance & Risk

YTD Return -5.37%
5y Average Return 21.24%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

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