Morningstar

Sterling Capital Mid Cap Relative Value Fund Class R6 SCMCX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 66.69  /  −0.67 %
  • Total Assets 55.9M
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 10M
  • Status Open
  • TTM Yield 0.35%
  • Turnover 40%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 10:49 PM GMT+0

Morningstar’s Analysis SCMCX

Will SCMCX outperform in the 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 SCMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Mid Cp Relatv Val R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCMCX

More SCMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MasTec Inc

6.77 4M
Industrials

Casey's General Stores Inc

5.62 3M
Consumer Cyclical

Curtiss-Wright Corp

3.40 2M
Industrials

Kulicke & Soffa Industries Inc

3.31 2M
Technology

CACI International Inc Class A

3.26 2M
Technology

United Rentals Inc

3.14 2M
Industrials

NiSource Inc

3.05 2M
Utilities

Performance Food Group Co

2.83 2M
Consumer Defensive

Oshkosh Corp

2.59 1M
Industrials

Southwest Gas Holdings Inc

2.53 1M
Utilities

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