Morningstar

Sterling Capital Mid Cap Relative Value Fund A Shares STRLX

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $62.72  /  −0.11 %
  • Fund Size $50.8M
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.190%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.34%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis STRLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital MdCp Relatv Val A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings STRLX

More STRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CACI International Inc Class A

4.85 2M
Technology

Phillips 66

4.26 2M
Energy

Casey's General Stores Inc

4.16 2M
Consumer Cyclical

MasTec Inc

3.93 2M
Industrials

United Rentals Inc

3.14 2M
Industrials

Arrow Electronics Inc

3.00 1M
Technology

NiSource Inc

2.83 1M
Utilities

Curtiss-Wright Corp

2.76 1M
Industrials

Ameriprise Financial Inc

2.75 1M
Financial Services

Southwest Gas Holdings Inc

2.63 1M
Utilities

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