BEGIX
Sterling Capital Equity Income Fund Institutional Shares
1W: -1.2%
1M: -3.2%
3M: -2.6%
YTD: +4.5%
1Y: +3.4%
3Y: +25.2%
5Y: +30.1%
$18.27
+0.08 (+0.44%)
Weekly Expected Move ±1.1%
$18
$18
$18
$18
$19
Similar ETFs
20 peers by holdings overlap (33 holdings)
HIGJX
Carillon Eagle Growth & Income I
24.8%
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BHBFX
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CET
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MAPOX
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FRDAX
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20.9%
Shared11 holdings
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TRLIX
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MEIAX
MFS Value A
20.3%
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Total70
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FBLAX
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20.2%
Shared9 holdings
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PRBLX
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HAVGX
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AMANX
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Shared8 holdings
Total33
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VDIGX
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19.3%
Shared10 holdings
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ACUSX
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Shared10 holdings
Total51
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PRDGX
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18.7%
Shared14 holdings
Total91
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ZDIVX
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18.5%
Shared12 holdings
Total73
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PARWX
Parnassus Value Equity Fund Investor Shares
18.3%
Shared8 holdings
Total46
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WMBLX
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18.1%
Shared7 holdings
Total44
AUM$102M
Price$14.38
WSEFX
Boston Trust Walden Equity Fund
18.0%
Shared8 holdings
Total48
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Price$40.94
BMPEX
Beck Mack + Oliver Partners Fund
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Shared5 holdings
Total24
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AFALX
Applied Finance Dividend Fund Investor Class
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Shared14 holdings
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEGIX | $561M | 31 | 41.3% | 10.2 | 2.5 | 2.1 | 25.6% | 20.7% | 1.82% | +20.5% | +21.9% | 57.2 | 6.3 |
| HIGJX | $487M | 46 | 34.1% | 11.4 | 2.6 | 2.5 | 24.1% | 21.4% | 2.27% | +16.5% | +27.6% | 52.6 | 6.7 |
| BHBFX | $85M | 36 | 40.7% | 14.5 | 2.5 | 2.2 | 18.1% | 15.2% | 2.51% | +16.7% | +17.7% | 61.5 | 6.4 |
| CET | $1.7B | 30 | 40.8% | 7.5 | 2.4 | 2.9 | 36.6% | 38.4% | 1.78% | +27.8% | +48.7% | 62.3 | 6.2 |
| MAPOX | $634M | 47 | 23.6% | 13.9 | 4.0 | 3.6 | 32.7% | 25.8% | 1.67% | +12.2% | +14.4% | 58.5 | 6.1 |
| FRDAX | $26.9B | 56 | 36.4% | 14.6 | 3.7 | 2.9 | 27.5% | 20.1% | 1.68% | +16.1% | +27.3% | 61.0 | 6.5 |
| TRLIX | $10.0B | 74 | 26.9% | 14.8 | 3.4 | 3.3 | 24.9% | 21.9% | 1.76% | +20.8% | +28.6% | 55.4 | 6.2 |
| MEIAX | $48.7B | 70 | 28.6% | 14.5 | 2.7 | 1.7 | 19.1% | 11.6% | 2.27% | +17.0% | +22.7% | 57.8 | 6.3 |
| FBLAX | $3.3B | 56 | 15.3% | 12.9 | 2.4 | 1.7 | 19.3% | 13.1% | 2.80% | +20.8% | +16.0% | 48.5 | 6.2 |
| PRBLX | $24.1B | 38 | 44.9% | 14.3 | 4.2 | 4.3 | 34.5% | 30.0% | 1.11% | +27.3% | +31.9% | 57.4 | 6.5 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |