Sterling Capital SmCp Val Instl 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.
Sterling Capital Small Cap Value Fund Institutional Shares STSCX
- NAV / 1-Day Return 43.43 / −0.25 %
- Total Assets 188.5M
-
Adj. Expense Ratio
1.030%
- Expense Ratio 1.030%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.29%
- Turnover 6%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:14 AM GMT+0
Morningstar’s Analysis STSCX
Will STSCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MasTec Inc | 5.06 | 9M | Industrials |
EnerSys | 4.75 | 9M | Industrials |
Casey's General Stores Inc | 4.44 | 8M | Consumer Cyclical |
Wintrust Financial Corp | 3.45 | 6M | Financial Services |
Moog Inc Class A | 3.44 | 6M | Industrials |
Oshkosh Corp | 3.36 | 6M | Industrials |
Affiliated Managers Group Inc | 3.19 | 6M | Financial Services |
CACI International Inc Class A | 3.09 | 6M | Technology |
Crane Co | 3.00 | 5M | Industrials |
First Industrial Realty Trust Inc | 2.92 | 5M | Real Estate |
United States