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Morningstar

Sterling Capital SmCp Val Instl STSCX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 53.20  /  0.80 %
  • Total Assets 273.7 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.36%
  • Turnover 5%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:17 PM GMT+0

Morningstar’s Analysis STSCX

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

People Pillar

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

Sterling Capital SmCp Val Instl's Average Process Pillar and People Pillar ratings result in 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 STSCX

More STSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 41
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Rentals Inc

4.13
11,973,068
Industrials

West Pharmaceutical Services Inc

3.99
11,574,270
Healthcare

ON Semiconductor Corp

3.89
11,263,233
Technology

Casey's General Stores Inc

3.86
11,177,847
Consumer Cyclical

Selective Insurance Group Inc

3.77
10,939,589
Financial Services

CACI International Inc Class A

3.73
10,827,282
Technology

Belden Inc

3.70
10,722,159
Technology

First Industrial Realty Trust Inc

3.61
10,453,756
Real Estate

Moog Inc A

3.57
10,357,639
Industrials

MasTec Inc

3.38
9,795,785
Industrials