SPSAX Mutual Fund

SPSAX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class A) is managed by Sterling Capital Funds with $6.9M in net assets. SPSAX expense ratio is 1.09%, holding 248 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2010-02-01.

SPSAX performance shows a YTD return of 22.80%. The 1-year return is 26.86% and the 5-year return is 12.38%. SPSAX dividend yield stands at 8.73%, paid quarterly.

SPSAX top holdings include Federated Hermes Treasury Obl Premier 12/31/2049 2049-12-31 (2.1%), Jackson Financial Inc USD (1.3%), Tutor Perini Corp (1.1%), Sm Energy Co (1.0%), Bread Financial Holdings, Inc. (0.9%). Go to all SPSAX holdings, SPSAX sectors, or SPSAX dividends.

SPSAX can be compared against other funds. Use SPSAX overlap to find shared positions, or SPSAX vs another fund for a side-by-side view. SPSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.