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Morningstar

Sterling Capital MdCp Relatv Val A STRLX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 60.43  /  −0.28 %
  • Total Assets 41.4 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.34%
  • Turnover 5%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0

Morningstar’s Analysis STRLX

Will STRLX 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 STRLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STRLX 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 STRLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Sterling Capital MdCp Relatv Val A to a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STRLX

More STRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

3.69 1.7 Mil
Industrials

Icon PLC

3.41 1.5 Mil
Healthcare

Fiserv Inc

3.35 1.5 Mil
Technology

United Rentals Inc

3.25 1.5 Mil
Industrials

Ameriprise Financial Inc

3.18 1.4 Mil
Financial Services

CACI International Inc Class A

3.14 1.4 Mil
Technology

Federated Hermes Treasury Obl IS

3.13 1.4 Mil
Cash and Equivalents

Casey's General Stores Inc

3.02 1.4 Mil
Consumer Cyclical

Performance Food Group Co

2.91 1.3 Mil
Consumer Defensive

nVent Electric PLC

2.87 1.3 Mil
Industrials