SPSAX Mutual Fund
SPSAX Mutual Fund
Sterling Capital Behavioral Small Cap Value Equity Fund Class A
SPSAX Mutual Fund Overview
SPSAX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class A) is managed by Sterling Capital Funds with $7.4M in net assets. SPSAX expense ratio is 1.09%, holding 251 positions across sectors including Financials, Consumer Discretionary, Unknown. Inception date: 2010-02-01.
SPSAX performance shows a YTD return of 20.72%. The 1-year return is 34.37% and the 5-year return is 11.82%. SPSAX dividend yield stands at 1.19%, paid quarterly.
SPSAX top holdings include Jackson Ficial Incorporation Class A (1.2%), At&t Inc., 4.3% (1.1%), Signet Jewelers Ltd. (1.0%), Lumen Technologies Inc (0.9%), Dana Inc (0.9%). View all SPSAX holdings, sector breakdown, or dividend history.
SPSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.