SPSAX Mutual Fund

SPSAX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class A) is managed by Sterling Capital Funds with $7.3M in net assets. SPSAX expense ratio is 1.09%, holding 251 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2010-02-01.

SPSAX performance shows a YTD return of 23.22%. The 1-year return is 37.30% and the 5-year return is 11.25%. SPSAX dividend yield stands at 8.70%, paid quarterly.

SPSAX top holdings include Jackson Financial Inc USD (1.2%), Tutor Perini Corp (1.1%), Signet Jewelers Limited Common Shares (1.0%), Lumen Technologies Inc (0.9%), Dana 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.