Morningstar

Sterling Capital Small Cap Value Fund R6 Shares SCSIX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 45.21  /  +0.71 %
  • Total Assets 192.2M
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10M
  • Status Open
  • TTM Yield 0.27%
  • Turnover 6%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:54 AM GMT+0

Morningstar’s Analysis SCSIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital SmCp Val R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCSIX

More SCSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MasTec Inc

4.96 10M
Industrials

EnerSys

4.83 9M
Industrials

Moog Inc Class A

4.49 9M
Industrials

Casey's General Stores Inc

3.98 8M
Consumer Cyclical

Garrett Motion Inc Ordinary Shares - New

3.57 7M
Consumer Cyclical

Crane Co

3.50 7M
Industrials

Wintrust Financial Corp

3.42 7M
Financial Services

Affiliated Managers Group Inc

3.40 7M
Financial Services

United Rentals Inc

3.10 6M
Industrials

Oshkosh Corp

3.07 6M
Industrials

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