Skip to Content

Sterling Capital Mid Value C OVECX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 11.62  /  0.00
  • Total Assets 50.5 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 20%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:27 AM GMT+0

Morningstar’s Analysis OVECX

Will OVECX outperform in future?

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

Weakness in Sterling Capital Mid Value C's People and Process 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 most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OVECX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Global Payments Inc

4.00 2.0 Mil
Industrials

Centene Corp

3.32 1.7 Mil
Healthcare

Trinity Industries Inc

3.31 1.6 Mil
Industrials

Pioneer Natural Resources Co

3.25 1.6 Mil
Energy

Target Corp

3.18 1.6 Mil
Consumer Defensive

SLM Corp

3.18 1.6 Mil
Financial Services

NiSource Inc

3.16 1.6 Mil
Utilities

Take-Two Interactive Software Inc

3.13 1.6 Mil
Communication Services

Air Lease Corp Class A

3.12 1.5 Mil
Industrials

Jacobs Solutions Inc

3.06 1.5 Mil
Industrials