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BAEIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$22.17
Change
-$0.17 (-0.76%)
Net Assets
1.63B

BAEIX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), ABBVIE (NYSE:ABBV), PepsiCo (NASDAQ:PEP), Charles Schwab Corp (The) (NYSE:SCHW), Elevance Health (NYSE:ELV).

Industry description

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Market Cap

The average market capitalization across the Sterling Capital Equity Income A MF is 415.15B. The market cap for tickers in the group ranges from 18B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AVY at 18B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital Equity Income A MF was 10%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 57
Price Growth Rating: 50
SMR Rating: 46
Profit Risk Rating: 27
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Sterling Capital Funds5th Floor,P.O. Box 9762Providence
Phone
800-228-1872
Web
www.sterlingcapitalfunds.com