Skip to Content

Sterling Capital MdCp Relatv Val Instl STRGX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 63.32  /  +0.80 %
  • Total Assets 45.2 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.71%
  • Turnover 5%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:27 AM GMT+0

Morningstar’s Analysis STRGX

Will STRGX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Sterling Capital MdCp Relatv Val Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STRGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fiserv Inc

3.32 1.4 Mil
Technology

Carlisle Companies Inc

3.27 1.4 Mil
Industrials

Performance Food Group Co

3.22 1.4 Mil
Consumer Defensive

United Rentals Inc

3.13 1.3 Mil
Industrials

CACI International Inc Class A

3.12 1.3 Mil
Technology

Ameriprise Financial Inc

3.08 1.3 Mil
Financial Services

Icon PLC

2.97 1.3 Mil
Healthcare

Avery Dennison Corp

2.84 1.2 Mil
Consumer Cyclical

Casey's General Stores Inc

2.83 1.2 Mil
Consumer Cyclical

Phillips 66

2.77 1.2 Mil
Energy