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Sterling Capital Behavioral Small Cap Value Equity Fund - Inst Class: (MF: SPSCX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$19.74 USD

-0.17 (-0.85%)

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        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD -2.07 49
3 months 5.16 66
6 months -2.07 49
1 Year 5.82 48
3 Year 10.52 38
5 Year 16.10 7
10 Year 7.24 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 119.28
Bear Market (10/07 - 2/09) -51.82
Bull Market (2/09 - 3/21) 647.66

Load Adjusted Returns as of Jun 30, 2025

1 Year 5.82
5 Year 16.10
10 Year 7.24
Since Inception 9.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.88 5.16 NA NA
2024 4.73 -2.77 8.86 -0.73
2023 -1.29 5.67 -1.26 15.89
2022 -0.97 -14.45 -5.06 10.56
2021 25.23 7.82 -1.36 7.74
2020 -38.85 19.83 3.63 24.03

Annual Return

20252024202320222021202020192018201720162015
% Total Return -2.0710.0419.35-11.0843.51-5.8121.95-17.328.8824.07-2.69
% Total Return Rel to Index -8.28-14.97-6.897.1214.82-24.21-9.53-12.93-12.9112.14-4.08
% Total Return Rel to Peer -0.28-1.883.278.4324.19-24.80-3.48-6.54-6.718.122.02
% Perf Quintile vs Peer* 0.000.002.001.001.005.004.005.005.002.002.00
% Dividends 0.000.270.390.090.200.130.250.200.160.210.21
% Yield 0.001.191.200.490.900.861.511.260.811.171.42
Capital Gains ($) 0.001.700.001.530.280.000.001.980.650.000.00
Expense Ratio 0.820.840.850.850.810.800.800.780.800.881.00

* 1 = Top 20%, 5 = Bottom 20%