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Morningstar

Sterling Capital SmCp Val Instl STSCX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 42.85  /  +0.99 %
  • Total Assets 248.6 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.37%
  • Turnover 1%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:30 AM GMT+0

Morningstar’s Analysis STSCX

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

  • People Pillar

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

Sterling Capital SmCp Val Instl's Average Process Pillar and People Pillar ratings result in 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STSCX

More STSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moog Inc A

3.99 10.7 Mil
Industrials

United Rentals Inc

3.98 10.7 Mil
Industrials

Casey's General Stores Inc

3.65 9.8 Mil
Consumer Cyclical

CACI International Inc Class A

3.55 9.5 Mil
Technology

Crane Co

3.54 9.5 Mil
Industrials

Oshkosh Corp

3.38 9.1 Mil
Industrials

Selective Insurance Group Inc

3.34 9.0 Mil
Financial Services

Wintrust Financial Corp

3.30 8.9 Mil
Financial Services

PTC Inc

3.27 8.8 Mil
Technology

West Pharmaceutical Services Inc

3.22 8.6 Mil
Healthcare