SPSDX Mutual Fund

SPSDX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class C) is managed by Sterling Capital Funds with $94,427.82 in net assets. SPSDX expense ratio is 1.84%, holding 248 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2010-02-01.

SPSDX performance shows a YTD return of 22.23%. The 1-year return is 25.85% and the 5-year return is 9.81%. SPSDX dividend yield stands at 8.64%, paid annually.

SPSDX 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 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.