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STRAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$30.37
Change
+$0.43 (+1.44%)
Net Assets
36.32M

STRAX price forecast, quote, news & analysis

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

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), International Business Machines Corp (NYSE:IBM), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), AT&T (NYSE:T), MARATHON PETROLEUM Corp (NYSE:MPC), Phillips 66 (NYSE:PSX), Valero Energy Corp (NYSE:VLO).

Industry description

The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500® Index at the time of purchase.

Market Cap

The average market capitalization across the Sterling Capital Behav Lg Cp Val Eq R6 MF is 160.01B. The market cap for tickers in the group ranges from 56.23B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is VLO at 56.23B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital Behav Lg Cp Val Eq R6 MF was 217%. For the same stocks of the MF, the average monthly volume growth was 258% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 28
Price Growth Rating: 49
SMR Rating: 40
Profit Risk Rating: 47
Seasonality Score: 47 (-100 ... +100)
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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