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Sterling Capital Mid Value Fund, Class A: (MF: OVEAX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$15.93 USD

+0.06 (0.38%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for OVEAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Research Report

Fund Description

The fund was incepted in August 1996 and is managed by BB&T Asset Management, Inc. The fund seeks current income, with a secondary goal of moderate capital appreciation. To pursue this goal, the fund invests primarily in domestically traded U.S. common stocks of middle capitalization U.S. companies whose capitalization is within the range of those companies in the Russell Midcap@ Value Index as well as American Depository Receipts (''ADRs''). The fund distributes income dividends monthly and capital gains are distributed at least annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Sterling Capital Mid Value A OVEAX 5.75 NA 0.00 0.25 0.60 1.14

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Sterling Capital Mid Value A OVEAX 15.93 8/30/1996 0.36 15.65 3.10 9.48
Sterling Capital Mid Value I OVEIX 15.97 8/30/1996 0.55 15.98 3.37 9.78
Sterling Capital Mid Value C OVECX 11.91 8/30/1996 0.00 14.80 2.35 8.67

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Sterling Capital Mid Value A OVEAX 1000 0 0 Q

Contact Information

Family Sterling
Address 4400 Computer Drive
Westborough, MA 01571-1722
Phone 800 228-1872