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Mutual Fund Insights: Sterling Capital Small Cap Value I Fund (SPSCX)

In-depth Analysis of Sterling Capital Small Cap Value I Fund (SPSCX)

Mutual fund chart: Sterling Capital Small Cap Value I Fund (SPSCX)

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See Sterling Capital Small Cap Value I Fund (SPSCX) performance details as of January 31, 2010

Last Trade: $11.52 on 3/18/2010, Change: -0.06 (-0.52%)

Experiment our closing price forecasting tool for Sterling Capital Small Cap Value I Fund (SPSCX) (alpha release)

Fund Manager - Eduardo A. Brea

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: B (Score: 0.68) (What does this score mean?)

Brea, Managing Director, is an equity portfolio manager and co-head of Sterling?s equity investment team. Ed worked for Wachovia Investment Management for five years before joining Sterling Capital Management in 1995. Ed served as a research analyst at Wachovia prior to co-managing their Biltmore Small Cap Special Value Fund. Brea is a CFA charterholder. Get more insights on Eduardo A. Brea

What we like about Sterling Capital Small Cap Value I Fund (SPSCX)

Data for Sterling Capital Small Cap Value I Fund (SPSCX) as of January 31, 2010

Sterling Capital Small Cap Value I Fund (SPSCX) management has been with Sterling Capital Small Cap Value I Fund for 5.1 years
Sterling Capital Small Cap Value I Fund (SPSCX) has good short-term performance (1-year return 72.03% vs 44.52% Small Value category average)
Sterling Capital Small Cap Value I Fund (SPSCX) has good mid-term performance (3-year return -3.76% vs -7.42% Small Value category average)
Sterling Capital Small Cap Value I Fund (SPSCX) has good Long-term performance (5-year return 3.28% vs 0.77% Small Value category average)
Sterling Capital Small Cap Value I Fund (SPSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Sterling Capital Small Cap Value I Fund (SPSCX)

Data for Sterling Capital Small Cap Value I Fund (SPSCX) as of January 31, 2010

Sterling Capital Small Cap Value I Fund is a focused fund with 32.84% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Sterling Capital Small Cap Value I Fund (SPSCX) ratio of up-years vs down years can be improved
Sterling Capital Small Cap Value I Fund (SPSCX) has a Morningstar rating of 3 and below
Sterling Capital Small Cap Value I Fund (SPSCX) has an annual stock turnover rate of 89.00% that is higher than the Small Value average of 83.25%. This could mean Sterling Capital Small Cap Value I is more nimble, but also signal potential high tax impact and high trading fees
Sterling Capital Small Cap Value I Fund (SPSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.85 that is higher than category average of 25.43
Sterling Capital Small Cap Value I Fund (SPSCX) has a higher management fee of 1.66% than its Small Value average of 1.50%

See Sterling Capital Small Cap Value I Fund (SPSCX) performance details as of January 31, 2010

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Sterling Capital Small Cap Value I Fund (SPSCX) Net Asset

Track net asset change of Sterling Capital Small Cap Value I fund (SPSCX)

Date	Net Asset
01/2010	$31.38M
11/2009	$26.89M
10/2009	$25.40M

More historic net asset information on Sterling Capital Small Cap Value I Fund (SPSCX)

Sterling Capital Small Cap Value I Fund (SPSCX) Portfolio Allocation

Track portfolio allocation change of Sterling Capital Small Cap Value I fund (SPSCX)

Date	Cash	Stock	Bond	Other
10/2009	3.9%	96.1%	0%	0%
09/2009	2.35%	97.64%	0%	0%
08/2009	5.56%	94.43%	0%	0%

Click here to see more historic asset allocation information on Sterling Capital Small Cap Value I Fund (SPSCX)

Most Recent Top 10 Holdings in Sterling Capital Small Cap Value I Fund (SPSCX)

Discover what Sterling Capital Small Cap Value I Fund (SPSCX) manager is buying

31-Oct-09

Federated Treasury Obligs Instl [3.9%]
MicroStrategy Incorporated [3.56%]
First Citizens BancShares, Inc. [3.18%]
INTERPUBLIC GROUP [3.12%]
SENSIENT TECH CORP [3.1%]
UTi Worldwide Inc. [3.08%]
Exide Technologies [2.94%]
MEREDITH CP [2.94%]
ENDURANCE SPLTY HLD [2.85%]
LOUISIANA PACIFIC CP [2.83%]

30-Sep-09

INTERPUBLIC GROUP [3.77%]
Exide Technologies [3.68%]
LOUISIANA PACIFIC CP [3.47%]
UTi Worldwide Inc. [3.45%]
First Citizens BancShares, Inc. [3.26%]
MEREDITH CP [3.15%]
SMITH A O CORP [3.02%]
MicroStrategy Incorporated [2.83%]
ENDURANCE SPLTY HLD [2.79%]
NATL SEMICONDUCTOR [2.78%]

31-Aug-09

Federated Treasury Obligs Instl [5.56%]
LOUISIANA PACIFIC CP [4.03%]
Exide Technologies [3.39%]
INTERPUBLIC GROUP [3.24%]
SMITH A O CORP [3.11%]
NATL SEMICONDUCTOR [3.02%]
MEREDITH CP [2.98%]
First Citizens BancShares, Inc. [2.97%]
EarthLink, Inc. [2.8%]
CLECO CP(HLDG CO) [2.73%]

Click here for Stock Holding Change Map in Sterling Capital Small Cap Value I Fund (SPSCX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.