Morningstar

Sterling Capital Behavioral Large Cap Value Equity Fund Class R6 STRAX

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $45.61  /  +0.35 %
  • Fund Size $86.0M
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.810%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $10M
  • Investment Status Open
  • TTM Yield 1.39%
  • Turnover Ratio 108%
NAV and 1-Day Return as of

Morningstar’s Analysis STRAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Behav Lg Cp Val Eq R6 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings STRAX

More STRAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

3.48 3M
Energy

Micron Technology Inc

2.65 2M
Technology

SanDisk Corp Ordinary Shares

2.65 2M
Technology

UnitedHealth Group Inc

2.59 2M
Healthcare

Verizon Communications Inc

2.23 2M
Communication Services

Citigroup Inc

2.21 2M
Financial Services

Marathon Petroleum Corp

2.13 2M
Energy

Valero Energy Corp

2.06 2M
Energy

ConocoPhillips

2.05 2M
Energy

Bank of America Corp

2.05 2M
Financial Services

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