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STRAX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$33.37
Change
-$0.15 (-0.45%)
Net Assets
43.59M

STRAX Sterling Capital Behav Lg Cp Val Eq R6 Forecast, Technical & Fundamental Analysis

The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Wells Fargo & Co (NYSE:WFC), International Business Machines Corp (NYSE:IBM), AT&T (NYSE:T), Comcast Corp (NASDAQ:CMCSA), Phillips 66 (NYSE:PSX), MARATHON PETROLEUM Corp (NYSE:MPC), Valero Energy Corp (NYSE:VLO).

Industry description

The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500® Index at the time of purchase.

Market Cap

The average market capitalization across the Sterling Capital Behav Lg Cp Val Eq R6 MF is 199.15B. The market cap for tickers in the group ranges from 42.5B to 798.78B. JPM holds the highest valuation in this group at 798.78B. The lowest valued company is VLO at 42.5B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital Behav Lg Cp Val Eq R6 MF was 25%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 22
Price Growth Rating: 47
SMR Rating: 47
Profit Risk Rating: 33
Seasonality Score: -36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Sterling Capital Funds5th Floor,P.O. Box 9762Providence
Phone
800-228-1872
Web
www.sterlingcapitalfunds.com
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STRAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STRAX has been closely correlated with VIVAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if STRAX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STRAX
1D Price
Change %
STRAX100%
-0.45%
VIVAX - STRAX
97%
Closely correlated
-0.13%
VIVIX - STRAX
97%
Closely correlated
-0.13%
VVIAX - STRAX
97%
Closely correlated
-0.13%
DOXGX - STRAX
92%
Closely correlated
+0.11%
DODGX - STRAX
92%
Closely correlated
+0.11%
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