Sterling Capital Small Cap Value Fund A Shares (STSNX)

Overview

The fund focuses on investing a significant portion of its assets, specifically at least 80%, in common stock and securities that can be converted into common stock of small-capitalization companies. These are defined as companies with a market capitalization at the time of purchase that falls below the largest company in the Russell 2000® Index, categorizing them as small cap companies. This strategy aligns with the fund's objective to leverage the potential growth opportunities presented by smaller firms, which often exhibit higher growth potentials compared to their larger counterparts, albeit with increased risks.

Products and Services

• Investments in Common Stock

  This product concerns the fund's investment in the common stock of small capitalization companies. By focusing on these entities, the fund aims to capitalize on the agility and growth potential of smaller firms, which might outperform larger companies in favorable market conditions.

• Securities Convertible into Common Stock

  This service involves investing in securities that can be converted into the common stock of small cap companies. Such securities might include, but are not limited to, convertible bonds, warrants, and preferred shares, offering a versatile approach to gaining exposure to the equity of growing small-cap enterprises. This strategy enhances the fund's ability to adapt to changing market conditions by providing flexibility in investment choices.