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Morningstar

Sterling Capital Long Dur Corp Bd C SCCNX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 6.66  /  +0.31 %
  • Total Assets 46.4 Mil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.46%
  • Effective Duration 12.68 years

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis SCCNX

Will SCCNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCCNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCCNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCCNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Sterling Capital Long Dur Corp Bd C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SCCNX

More SCCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Hermes Treasury Obl IS

1.37 479,612
Cash and Equivalents

JPMorgan Chase & Co. 3.109%

0.87 303,804
Corporate

United States Treasury Bonds 2%

0.85 296,219
Government

AT&T Inc 3.85%

0.84 293,390
Corporate

Wells Fargo & Co. 5.375%

0.80 280,297
Corporate

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.72 251,342
Corporate

UnitedHealth Group Inc. 3.5%

0.71 247,464
Corporate

Bank of America Corp. 2.676%

0.69 242,272
Corporate

Aercap Ireland Capital DAC 3.85%

0.68 237,971
Corporate

The Boeing Company 5.705%

0.67 232,869
Corporate