Morningstar

Sterling Capital Mid Cap Relative Value Fund Class R6 SCMCX

Medalist Rating as of Aug 31, 2026 See Sterling Capital Investment Hub

Strategy

The investment seeks long-term capital appreciation. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Bloomberg US Mid Cap® Index at the time of investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
STRGX	Sterling Capital Mid Cap Relative Value Fund Institutional Shares	Institutional	Open			Sep 29, 1972	$33.54M	0.920%	Above Average	$1M	−$8.76M
STRLX	Sterling Capital Mid Cap Relative Value Fund A Shares	Front Load	Open			Nov 16, 2015	$16.77M	1.170%	Average	$1,000	−$2.50M
STRNX	Sterling Capital Mid Cap Relative Value Fund C Shares	Level Load	Open			Nov 16, 2015	$253,962.00	1.920%	Average	$1,000	−$49,980.88
SCMCX	Sterling Capital Mid Cap Relative Value Fund Class R6	Retirement, Large	Open			May 12, 2025	$280,747.00	0.810%	Above Average	$10M	−$87,726.71

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