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STSOX Sterling Capital SmCp Val C Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are United Rentals (NYSE:URI).

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 common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000® Index.

Market Cap

The average market capitalization across the Sterling Capital SmCp Val C MF is 16.71B. The market cap for tickers in the group ranges from 2.51B to 47.7B. URI holds the highest valuation in this group at 47.7B. The lowest valued company is MOG.A at 2.51B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital SmCp Val C MF was -11%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 42
Price Growth Rating: 45
SMR Rating: 49
Profit Risk Rating: 21
Seasonality Score: 13 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor tells us that STSOX and FTHFX have been poorly correlated (+31% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that STSOX and FTHFX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STSOX
1D Price
Change %
STSOX100%
+1.78%
FTHFX - STSOX
31%
Poorly correlated
+1.64%
FSSNX - STSOX
11%
Poorly correlated
+1.65%
VSCPX - STSOX
9%
Poorly correlated
+1.60%
VSCIX - STSOX
9%
Poorly correlated
+1.60%
NAESX - STSOX
9%
Poorly correlated
+1.60%
More