Sterling Capital Equity Income Fund Class A (BAEIX) Investment Research Dashboard
About Sterling Capital Equity Income Fund Class A (BAEIX) stock analysis
Get live BAEIX stock price $18.68, comprehensive Sterling Capital Equity Income Fund Class A stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time BAEIX stock data and investment insights.
Loading chart data...
Sterling Capital Equity Income Fund Class A (BAEIX) Overview
Sterling Capital Equity Income Fund Class A (BAEIX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management - Income industry . As of the latest trading session, BAEIX trades at $18.68 with a market capitalization of 583.24M . Over the past 52 weeks, BAEIX has traded between $16.83 and $22.50 , with the current price positioned at approximately 3...
Key Takeaways
- Operates in the Financial Services sector (Asset Management - Income)
- Market cap: 583.24M
- Current price: $18.68
- 52-week range: $16.83 - $22.50
- P/E ratio: 23.53
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The Sterling Capital Equity Income Fund Class A aims to achieve both capital appreciation and consistent income. Its investment strategy typically involves committing a substantial portion – at least 80% of its combined net assets and borrowed funds ...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management - Income
- Employees
- N/A
Contact Information
- Address
- 3605 Glenwood Avenue
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 23.5)
✓ Lower volatility stock (Beta: 0.67) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Sterling Capital Equity Income Fund Class A shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Sterling Capital Equity Income Fund Class A
- ⚠Investors should consider how Sterling Capital Equity Income Fund Class A fits within their overall portfolio allocation
Market Cap
583.24M
P/E Ratio (TTM)
23.53
Beta
0.67
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.9% | +2.0% | 19.3 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 24.9 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.4 | 51/100⭐⭐⭐ |
| Utilities | -1.5% | -0.5% | -4.9% | 25.4 | 40/100⭐⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.4% | -0.5% | -10.7% | 30.5 | 19/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.