Sterling Capital Behavioral Small Cap Value Equity Fund Class R (SPSRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 09:00PM EDT
Sterling Capital Behavioral Small Cap Value Equity Fund Class R
Sterling Capital Funds
5th Floor,P.O. Box 9762
Providence, RI 02940-9762
800-228-1872
Management Information
Robert W. Bridges,Lead Manager since June 2, 2013
Robert W. Bridges, CFA®, Executive Director, joined Sterling Capital Management in 1996 and has investment experience since 1991. Bob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. He became part of Sterling's Equity Team in 2000 and from that time had 15 years of experience as a senior analyst supporting the firm's fundamentally-driven portfolios. In 2006, he embarked on a research project that led to the development of the firm's first behavioral finance investment strategy. This process led to the creation of the Sterling Behavioral Finance Small Cap Diversified Alpha Portfolio in 2008 and laid the groundwork for future expansion into other behavioral finance portfolios. Prior to joining Sterling, he worked as a research analyst and investment committee member at Bridges Investment Counsel. Bob received his B.S. in Business from Wake Forest University. He is a CFA® charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Value
Fund FamilySterling Capital Funds
Net Assets105.97M
YTD Return46.37%
Yield0.39%
Morningstar Rating★★★
Inception DateJan 31, 2010
Fund Operations
Last Dividend0.08
Last Cap Gain0.00
Holdings Turnover51.18%
Average for CategoryN/A
Fees & Expenses
ExpenseSPSRXCategory Average
Annual Report Expense Ratio (net)1.34%1.16%
Prospectus Net Expense Ratio1.34%N/A
Prospectus Gross Expense Ratio1.34%N/A
Max 12b1 Fee0.50%N/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection425N/A
5 Yr Expense Projection734N/A
10 Yr Expense Projection1,613N/A
© 2024 Yahoo. All rights reserved.