SPSDX Sterling Capital Behav Sm Cp Val Eq C Forecast, Technical & Fundamental Analysis

The investment seeks maximum long-term total return, by investing primarily in equity securities of small capitalization companies... Show more

Category: #Small Value

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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 Bloomberg U.S. 2000® Index at the time of purchase.

Market Cap

The average market capitalization across the Sterling Capital Behav Sm Cp Val Eq C MF is 9.3B. The market cap for tickers in the group ranges from 2.63B to 20.25B. STRL holds the highest valuation in this group at 20.25B. The lowest valued company is BCC at 2.63B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital Behav Sm Cp Val Eq C MF was -31%. For the same stocks of the MF, the average monthly volume growth was -65% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 48

P/E Growth Rating: 19

Price Growth Rating: 46

SMR Rating: 71

Profit Risk Rating: 40

Seasonality Score: 57 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

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SPSDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SPSDX has been closely correlated with SSGSX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPSDX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To SPSDX	1D Price Change %
SPSDX	100%	+0.42%
SSGSX - SPSDX	91% Closely correlated	+0.21%
UBVVX - SPSDX	90% Closely correlated	+0.74%
ASVRX - SPSDX	87% Closely correlated	+0.19%
VSCAX - SPSDX	83% Closely correlated	-0.22%
DFFVX - SPSDX	79% Closely correlated	+0.58%
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