Morningstar

Sterling Capital Quality Income Fund Class C Shares SCSTX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 9.06  /  −0.11 %
  • Total Assets 126.2M
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.95%
  • Effective Duration 5.06 years

USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:03 AM GMT+0

Morningstar’s Analysis SCSTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Quality Income C 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 SCSTX

More SCSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Mortgage Corp. 5.5%

1.78 2M
Securitized

United States Treasury Notes 4%

1.75 2M
Government

Federal Home Loan Mortgage Corp. 6%

1.69 2M
Securitized

Federal National Mortgage Association 4.5%

1.66 2M
Securitized

Federal Home Loan Mortgage Corp. 5%

1.64 2M
Securitized

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3.5%

1.63 2M
Securitized

United States Treasury Bonds 2.375%

1.52 2M
Government

Federal Home Loan Mortgage Corp. 4.5%

1.45 2M
Securitized

Federal Home Loan Mortgage Corp. 5%

1.45 2M
Securitized

TRICON RESIDENTAL TR 2025-SFR1 4.75471%

1.45 2M
Securitized

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