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Morningstar

Sterling Capital MdCp Relatv Val Instl STRGX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 65.33  /  +1.52 %
  • Total Assets 41.9 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above 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 Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STRGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STRGX

More STRGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

4.10 1.7 Mil
Industrials

Casey's General Stores Inc

3.89 1.6 Mil
Consumer Cyclical

CACI International Inc Class A

3.83 1.6 Mil
Technology

Icon PLC

3.42 1.4 Mil
Healthcare

Fiserv Inc

3.36 1.4 Mil
Technology

Ameriprise Financial Inc

3.33 1.4 Mil
Financial Services

nVent Electric PLC

3.13 1.3 Mil
Industrials

United Rentals Inc

3.13 1.3 Mil
Industrials

Avery Dennison Corp

2.98 1.2 Mil
Consumer Cyclical

Performance Food Group Co

2.77 1.2 Mil
Consumer Defensive