SPSAX Mutual Fund
SPSAX Mutual Fund
Sterling Capital Behavioral Small Cap Value Equity Fund Class A

SPSAX Mutual Fund Overview
SPSAX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class A) is managed by Sterling Capital Funds with $7.2M in net assets. SPSAX expense ratio is 1.09%, holding 251 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2010-02-01.
SPSAX performance shows a YTD return of 22.80%. The 1-year return is 34.37% and the 5-year return is 11.82%. SPSAX dividend yield stands at 8.88%, paid quarterly.
SPSAX top holdings include Jackson Financial Inc USD (1.2%), Tutor Perini Corp (1.1%), Signature Aviation Plc (1.0%), Lumen Technologies Inc (0.9%), Dana Inc (0.9%). View all SPSAX holdings, sector breakdown, or dividend history.
SPSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.