Morningstar

Sterling Capital Small Cap Value Fund R6 Shares SCSIX

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $42.97  /  −0.35 %
  • Fund Size $177.5M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $10M
  • Investment Status Open
  • TTM Yield 0.29%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

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
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Portfolio Holdings SCSIX

More SCSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moog Inc Class A

4.35 8M
Industrials

Affiliated Managers Group Inc

4.10 7M
Financial Services

EnerSys

4.06 7M
Industrials

CACI International Inc Class A

3.75 7M
Technology

Crane Co

3.57 6M
Industrials

Wintrust Financial Corp

3.37 6M
Financial Services

Casey's General Stores Inc

3.06 5M
Consumer Cyclical

United Rentals Inc

3.06 5M
Industrials

First Industrial Realty Trust Inc

2.90 5M
Real Estate

Oshkosh Corp

2.87 5M
Industrials

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