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Sterling Capital Behav Sm Cp Val Eq C SPSDX

Quantitative rating as of
NAV / 1-Day Return
16.20  /  1.04 %
Total Assets
142.7 Mil
Adj. Expense Ratio
1.850%
Expense Ratio
1.810%
Distribution Fee Level
Below Average
Share Class Type
Level Load
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00
Turnover
71%

Morningstar’s Analysis SPSDX

Will SPSDX outperform in future?

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

Summary

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Sterling Capital Behav Sm Cp Val Eq C's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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