SPSAX : Sterling Capital Behavioral Small Cap Value Equity Fund Class A

SPSAX is a US Stocks Market Small Value with MODERATE fees.

SPSAX

Sterling Capital Behavioral Small Cap Value Equity Fund Class A

FI Score

38 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

38% FI Score
  • spsax
  • Mutual Fund
  • US Stocks
  • Small Value

Sterling Capital Behavioral Small Cap Value Equity Fund Class A

Expenses: 1.05% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks maximum long-term total return, by investing primarily in equity securities of small capitalization companies. Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small capitalization companies are defined as companies with market capitalizations within the range of those companies in the Russell 2000® Index at the time of purchase.

Largest Holdings

Amount Holding
1.51% iShares Russell 2000 Value ETF
1.35% Portland General Electric Co
0.93% Rambus Inc
0.86% Nordic American Tankers Ltd
0.86% Avista Corp
0.83% Perspecta Inc Ordinary Shares
0.83% CNO Financial Group Inc
0.80% Meritage Homes Corp
0.76% Genworth Financial Inc
0.75% Amkor Technology Inc

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