Sterling Capital Equity Income R6's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 25.04 / 1.05 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.690%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 10,000,000
- Status Open
- TTM Yield 1.48%
- Turnover 31%
Morningstar’s Analysis STREX
Will STREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 32
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector