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Sterling Capital Equity Income R6 STREX Fund Analysis

| Medalist Rating as of | See Sterling Capital Investment Hub

Morningstar’s Analysis STREX

Will STREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Sterling Capital Equity Income R6 to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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