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Sterling Capital Behav Sm Cp Val Eq Intl SPSCX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 16.65  /  0.30 %
  • Total Assets 87.4 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 1.49%
  • Turnover 71%

Morningstar’s Analysis SPSCX

Will SPSCX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Sterling Capital Behav Sm Cp Val Eq Intl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings SPSCX

  • Current Portfolio Date
  • Equity Holdings 244
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.46
1,377,296
Basic Materials
0.99
928,567
Industrials
0.97
909,623
Technology

Federated Hermes Treasury Obl IS

0.92
868,164
Cash and Equivalents
0.91
853,242
Industrials
0.87
819,076
Basic Materials
0.82
771,842
Consumer Cyclical
0.80
755,745
Utilities