Sterling Capital Small Cap Value I
C/O SEI Investment Distribution Co One Freedom Valley Dr.
Map
Phone: 866-450-3722
| Category: | Small Value | | Fund Family: | SEI | | Net Assets: | 25.40M | | Year-to-Date Return: | 41.29% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-97 |
|
Eduardo A. Brea
Lead Manager since
01-Mar-05 | | | Brea, Managing Director, is an equity portfolio manager and co-head of Sterling?s equity investment team. Ed worked for Wachovia Investment Management for five years before joining Sterling Capital Management in 1995. Ed served as a research analyst at Wachovia prior to co-managing their Biltmore Small Cap Special Value Fund. Brea is a CFA charterholder. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
|
| |
| The investment seeks long-term total return. The fund invests primarily in U.S. traded equity securities of companies whose market capitalization, at the time of purchase, is less than $3 billion. |
| Last Dividend
(29-Dec-05):
| 0.02 | | Last Cap Gain
(11-Dec-08):
| 0.29 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 86.21% |
|
| Expense | SPSCX | Category
Avg | | Total Expense Ratio: | 1.66%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 544 | $641 | | 5 Yr Expense Projection*: |
$ 945 | $1,005 | | 10 Yr Expense Projection*: |
$ 2,065 | $2,027 |
|
|
0.41% Nasdaq 
Profile
