Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Sterling Capital Behav Sm Cp Val Eq C SPSDX
- NAV / 1-Day Return 20.60 / +1.68 %
- Total Assets 109.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.850%
- 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 1.36%
- Turnover 155%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis SPSDX
Will SPSDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar