SPSAX Mutual Fund

SPSAX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class A) is managed by Sterling Capital Funds with $7.0M in net assets. SPSAX expense ratio is 1.09%, holding 248 positions across sectors including Financials, Health Care, Industrials. Inception date: 2010-02-01.

SPSAX performance shows a YTD return of 17.96%. The 1-year return is 20.81% and the 5-year return is 12.38%. SPSAX dividend yield stands at 0.60%.

SPSAX 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 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.