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Sterling Capital SmCp Val Instl STSCX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 45.13  /  +2.13 %
  • Total Assets 267.6 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.38%
  • Turnover 1%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:20 AM GMT+0

Morningstar’s Analysis STSCX

Will STSCX outperform in future?

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

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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings STSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Rentals Inc

4.01 10.4 Mil
Industrials

Moog Inc A

3.94 10.2 Mil
Industrials

CACI International Inc Class A

3.68 9.6 Mil
Technology

Casey's General Stores Inc

3.66 9.5 Mil
Consumer Cyclical

Selective Insurance Group Inc

3.36 8.7 Mil
Financial Services

Crane Co

3.34 8.7 Mil
Industrials

PTC Inc

3.32 8.6 Mil
Technology

First Industrial Realty Trust Inc

3.31 8.6 Mil
Real Estate

BJ's Wholesale Club Holdings Inc

3.22 8.4 Mil
Consumer Defensive

Wintrust Financial Corp

3.20 8.3 Mil
Financial Services