The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Sterling Capital Mid Value C to a Morningstar Quantitative Rating of Negative. 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.
- NAV / 1-Day Return 12.09 / 0.81 %
- Total Assets 50.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.880%
- 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 0.00
- Turnover 29%
Morningstar’s Analysis OVECX
Will OVECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.