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STRGX Sterling Capital MdCp Relatv Val Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Phillips 66 (NYSE:PSX), United Rentals (NYSE:URI), MasTec (NYSE:MTZ).

Industry description

The investment seeks long-term capital appreciation. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Bloomberg US Mid Cap® Index at the time of investment.

Market Cap

The average market capitalization across the Sterling Capital MdCp Relatv Val Instl MF is 25.13B. The market cap for tickers in the group ranges from 6.28B to 105.59B. PSX holds the highest valuation in this group at 105.59B. The lowest valued company is SWX at 6.28B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital MdCp Relatv Val Instl MF was -0%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -49%

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: 55
Price Growth Rating: 51
SMR Rating: 55
Profit Risk Rating: 39
Seasonality Score: -17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Details
Category
Mid-Cap Blend
Address
Sterling Capital Funds5th Floor,P.O. Box 9762Providence
Phone
800-228-1872
Web
www.sterlingcapitalfunds.com
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Virtus Duff & Phelps Sel MLP & Engy I
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STRGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STRGX has been closely correlated with FSMDX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if STRGX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STRGX
1D Price
Change %
STRGX100%
N/A
FSMDX - STRGX
81%
Closely correlated
N/A
VEXMX - STRGX
69%
Closely correlated
N/A
VIEIX - STRGX
69%
Closely correlated
N/A
FSMAX - STRGX
45%
Loosely correlated
N/A
VEXAX - STRGX
44%
Loosely correlated
N/A
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Sterling Capital MdCp Relatv Val Instl (STRGX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com