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Sterling Capital Mid Cap Value R (OVERX)

19.14 Up 0.11(0.58%) Oct 30
Prev Close:19.14
YTD Return*:-0.37%
Net Assets*:742.67M
Yield*:0.39%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for OVERX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MKL4.839.34
OMC4.07-7.44
ETFC4.0612.17
LUK4.03-16.63
WSH3.96-7.28

Fund Basics

Morningstar Overall Rating:
Total Assets:742.67M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.42%

Performance & Risk

YTD Return:-0.37%
5y Avg Return:13.74%
Rank in Category (ytd):94
% Rank in Category (ytd):21.22%
Beta (3y):1.22
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term growth of capital by investing the fund's assets primarily in equity securities of companies that are considered to be undervalued. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the securities of middle capitalization companies. Middle capitalization companies are defined as companies with market capitalizations between $500 million and $22 billion at the time of purchase. Under normal market conditions, the fund primarily invests in domestically traded U.S. common stocks, U.S. traded common stocks of foreign companies. View More
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