Nasdaq - Delayed Quote USD
Sterling Capital Small Cap Value Fund (STSOX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 10,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 100,000
- Min Subsequent Investment
- 10,000,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.25
Broker Availability
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- JPMorgan
- Fidelity Retail FundsNetwork
- Federated TrustConnect NTF
- SunGard Transaction Network
- Raymond James
- RBC Wealth Management-Network Eligible
- WR Hambrecht Co LLC
- Sterne, Agee & Leach, Inc.,
- Fidelity Advisor 401(k) I Shares
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- H Beck Inc.
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation MATC
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Small Blend |
| Fund Family | Sterling Capital Funds |
| Net Assets | 197.63M |
| YTD Return | 14.70% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 31, 2020 |
Performance & Risk
| YTD Return | 14.56% |
| 5y Average Return | 9.83% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
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