Nasdaq - Delayed Quote • USD
Sterling Capital Behav Sm Cp Val Eq Intl (SPSCX)
At close: 8:01 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 10,000
- Min Subsequent Investment
- 1,000,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.25
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- Dreyfus NTF
- Ameriprise Brokerage
- Federated TrustConnect NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Ameriprise SPS Advantage
- Mony Securities Corp
- SunAmerica Securities Premier / Pinnacle
- Vanguard NTF
- SunGard Transaction Network
- Royal Alliance
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- JPMorgan INVEST
- WFA MF Advisory Updated 4.3.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Ameritas NTFN
- Ameritas NTF P
- Scottrade TF
- TIAA-CREF Brokerage Services
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Bear Stearns
- Protected Investors of America NTF
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 4.3.24
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Investacorp NTF
- Vanguard Load
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small capitalization companies are defined as companies with market capitalizations within the range of those companies in the Russell 2000® Index at the time of purchase.
Fund Overview
Category | Small Value |
Fund Family | Sterling Capital Funds |
Net Assets | 104.01M |
YTD Return | 4.74% |
Yield | 1.74% |
Morningstar Rating | |
Inception Date | Feb 01, 2018 |
Performance & Risk
YTD Return | -0.81% |
5y Average Return | 8.69% |
Rank in Category (ytd) | 49 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.98 |
Morningstar Risk Rating |
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