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Sterling Capital Behavioral Small Cap Value Equity Fund - Inst Class: (MF: SPSCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$18.12 USD
+0.37 (2.09%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in January 1997 and is managed by Sterling Capital Management, LLC. The fund seeks to provide maximum long-term total return consistent with reasonable risk to principal. The fund invests at least 90% of its net assets in common stocks of companies with market capitalizations of $1.4 billion or less. The fund distributes its dividends quarterly. Capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Sterling Capital Behv Small Val I | SPSCX | NA | NA | 0.00 | 0.00 | 0.60 | 0.84 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Small Value I | SPSCX | 18.12 | 1/2/1997 | 1.34 | -2.17 | 3.17 | 19.18 |
| Sterling Capital Small Value C | SPSDX | 15.50 | 2/1/2010 | 0.92 | -3.18 | 2.14 | 17.97 |
| Sterling Capital Small Value A | SPSAX | 16.74 | 2/1/2010 | 1.23 | -2.41 | 2.91 | 18.87 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Sterling Capital Behv Small Val I | SPSCX | 1000000 | 0 | 0 | Q |
Contact Information
| Family | Sterling |
| Address | 4400 Computer Drive Westborough, MA 01571-1722 |
| Phone | 800 228-1872 |