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STREX Sterling Capital Equity Income R6 Forecast, Technical & Fundamental Analysis

Category LargeValue
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 R6 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 R6 MF was 1%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 43
Price Growth Rating: 44
SMR Rating: 40
Profit Risk Rating: 18
Seasonality Score: -27 (-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
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STREX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STREX has been closely correlated with FFFMX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if STREX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STREX
1D Price
Change %
STREX100%
-0.56%
FFFMX - STREX
69%
Closely correlated
-0.26%
DOXGX - STREX
69%
Closely correlated
+0.01%
FFMMX - STREX
67%
Closely correlated
-0.27%
DODGX - STREX
45%
Loosely correlated
+0.01%
VIVIX - STREX
45%
Loosely correlated
-0.21%
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