Sterling Capital Behavioral Small Cap Value FundSPSDX

MUTUAL FUNDSterling
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$69.5M
Expense ratio
1.84%
1-year return
+7.5%
3 years, a year
+6.1%
5 years, a year
+3.3%
Holdings
251

What it aims to do.

The Fund seeks maximum long-term total return, by investing primarily in equity securities of small capitalization companies.

Top 10 holdings.

Holding% of fund
JXN Jackson Financial Inc1.20%
TPC Tutor Perini Corporation1.15%
SIG Signet Jewelers Limited1.00%
LUMN Lumen Technologies Inc0.88%
DAN Dana Inc.0.87%
SSRM SSR Mining Inc0.81%
COLB Columbia Banking System Inc.0.79%
BFH Bread Financial Holdings Inc0.78%
SKYW Skywest Inc0.74%
PLAB Photronics Inc.0.74%

More on SPSDX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.