OVEIX : Sterling Capital Mid Value Fund Institutional Shares

OVEIX is a US Stocks Market Mid-Cap Value with MODERATE fees.

OVEIX

Sterling Capital Mid Value Fund Institutional Shares

FI Score

32 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

32% FI Score
  • oveix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Sterling Capital Mid Value Fund Institutional Shares

Expenses: 0.93% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital by investing the fund's assets primarily in equity securities of companies that are considered to be undervalued. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the securities of middle capitalization companies. Under normal market conditions, it primarily invests in domestically traded U.S. common stocks, U.S. traded common stocks of foreign companies. The fund may have exposure to emerging markets through its investments in ADRs. It may invest in securities of small and large capitalization companies.

Largest Holdings

Amount Holding
4.00% Zimmer Biomet Holdings Inc
3.86% Laboratory Corp of America Holdings
3.81% CarMax Inc
3.76% CBRE Group Inc Class A
3.54% Jefferies Financial Group Inc
3.49% Expedia Group Inc
3.48% Lincoln National Corp
3.19% NCR Corp
3.12% Affiliated Managers Group Inc
3.11% Axalta Coating Systems Ltd
3.10% HCA Healthcare Inc
3.06% Spectrum Brands Holdings Inc
3.02% SLM Corp
3.01% Air Lease Corp Class A
3.00% Sensata Technologies Holding PLC
3.00% Baidu Inc ADR
3.00% Euronet Worldwide Inc
2.94% Gentex Corp
2.66% Markel Corp
2.61% Prestige Consumer Healthcare Inc
2.43% Synchrony Financial
2.40% CenturyLink Inc
2.38% Southwestern Energy Co
2.33% Enstar Group Ltd
2.19% Crown Holdings Inc

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