Morningstar

Sterling Capital Small Cap Value Fund C Shares STSOX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 35.47  /  +0.74 %
  • Total Assets 193.5M
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.020%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.16%
  • Turnover 6%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:54 AM GMT+0

Morningstar’s Analysis STSOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital SmCp Val C 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
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Portfolio Holdings STSOX

More STSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Wintrust Financial Corp

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United Rentals Inc

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Oshkosh Corp

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