SPSDX Mutual Fund
SPSDX Mutual Fund
SPSDX Mutual Fund
Sterling Capital Behavioral Small Cap Value Equity Fund Class C
SPSDX Mutual Fund Overview
SPSDX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class C) is managed by Sterling Capital Funds with $96,949.76 in net assets. SPSDX expense ratio is 1.84%, holding 248 positions across sectors including Financials, Health Care, Industrials. Inception date: 2010-02-01.
SPSDX performance shows a YTD return of 17.35%. The 1-year return is 19.92% and the 5-year return is 9.81%. SPSDX dividend yield stands at 0.48%.
SPSDX top holdings include Jackson Financial Inc USD (1.3%), Ishares Russell 2000 Value ETF (1.1%), Federated Hermes Treasury Obl Premier 12/31/2049 2049-12-31 (1.0%), Victoria'S Secret & Co Common Stock USD 0.01 (0.9%), Bread Financial Holdings, Inc. (0.9%). Go to all SPSDX holdings, SPSDX sectors, or SPSDX dividends.
SPSDX can be compared against other funds. Use SPSDX overlap to find shared positions, or SPSDX vs another fund for a side-by-side view. SPSDX alternatives are available via the screener, along with tax-loss harvesting opportunities.