SPSCX Mutual Fund

SPSCX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Institutional Class) is managed by Sterling Capital Funds with $7.7M in net assets. SPSCX expense ratio is 0.84%, holding 248 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 1997-01-02.

SPSCX performance shows a YTD return of 23.04%. The 1-year return is 27.13% and the 5-year return is 10.91%. SPSCX dividend yield stands at 8.69%, paid quarterly.

SPSCX 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 SPSCX holdings, SPSCX sectors, or SPSCX dividends.

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