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SPSAX Sterling Capital Behav Sm Cp Val Eq A Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks maximum long-term total return, by investing primarily in equity securities of small capitalization companies. Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small capitalization companies are defined as companies with market capitalizations within the range of those companies in the Russell 2000® Index at the time of purchase.

Market Cap

The average market capitalization across the Sterling Capital Behav Sm Cp Val Eq A MF is 5.59B. The market cap for tickers in the group ranges from 3.17B to 7.82B. AMKR holds the highest valuation in this group at 7.82B. The lowest valued company is HCC at 3.17B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital Behav Sm Cp Val Eq A MF was -9%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 34
Price Growth Rating: 44
SMR Rating: 63
Profit Risk Rating: 25
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SPSAX has been closely correlated with VSIAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPSAX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPSAX
1D Price
Change %
SPSAX100%
+1.50%
VSIAX - SPSAX
97%
Closely correlated
+1.04%
SSGSX - SPSAX
91%
Closely correlated
N/A
ASVRX - SPSAX
87%
Closely correlated
+1.41%
VSCAX - SPSAX
83%
Closely correlated
+0.68%
WCMJX - SPSAX
78%
Closely correlated
+0.69%
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