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Sterling Capital Mid Value C OVECX

Quantitative rating as of | See BB&T Investment Hub
  • NAV / 1-Day Return 12.09  /  0.81 %
  • Total Assets 50.8 Mil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

Morningstar’s Analysis OVECX

Will OVECX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Sterling Capital Mid Value C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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