Morningstar

Sterling Capital Small Cap Value Fund C Shares STSOX

Medalist Rating as of Aug 31, 2026 See Sterling Capital Investment Hub

Strategy

The investment seeks long-term capital appreciation. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Bloomberg U.S. 2000® Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
STSCX	Sterling Capital Small Cap Value Fund Institutional Shares	Institutional	Open			Apr 12, 1993	$164.94M	1.030%	Above Average	$1M	−$19.47M
STSNX	Sterling Capital Small Cap Value Fund A Shares	Front Load	Open			Nov 16, 2015	$2.51M	1.280%	Above Average	$1,000	−$431,059.81
STSOX	Sterling Capital Small Cap Value Fund C Shares	Level Load	Open			Nov 16, 2015	$1.69M	2.030%	Above Average	$1,000	$425,095.71
SCSIX	Sterling Capital Small Cap Value Fund R6 Shares	Retirement, Large	Open			Jan 31, 2020	$8.35M	0.920%	Above Average	$10M	$1.11M

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