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

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:19 PM ET

$23.82 USD

+0.18 (0.76%)

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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1-Strong Buy of 5 1        

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Zacks Premium Research for SPSAX

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 Buy 1
MF Report

Fund Description

The fund was incepted in August 1999 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term capital growth. The fund invests at least 80% of its net assets in approximately 40 large, established companies with large market capitalizations that the portfolio managers believe offer potential for superior long-term growth. The fund generally pays dividends and makes capital gain distributions, if any, once a year, typically in December.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Sterling Capital Behv Small Val A SPSAX 5.75 NA 0.00 0.25 0.60 1.12

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Sterling Capital Small Value I SPSCX 24.20 1/2/1997 1.19 37.62 17.00 11.53
Sterling Capital Small Value C SPSDX 21.98 2/1/2010 0.87 36.26 15.86 10.42
Sterling Capital Small Value A SPSAX 23.82 2/1/2010 1.11 37.33 16.72 11.26

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Sterling Capital Behv Small Val A SPSAX 1000 0 0 Q

Contact Information

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