STREX Mutual Fund
STREX Mutual Fund
Sterling Capital Equity Income Fund Class R6
STREX Mutual Fund Overview
STREX Mutual Fund (Sterling Capital Equity Income Fund Class R6) is managed by Sterling Capital Funds with $37.1M in net assets. STREX expense ratio is 0.70%, holding 33 positions across sectors including Financials, Unknown, Industrials. Inception date: 2018-02-01.
STREX performance shows a YTD return of 5.28%. The 1-year return is 5.32% and the 5-year return is 6.27%. STREX dividend yield stands at 1.67%, paid quarterly.
STREX top holdings include Waste Mgmt Del (4.7%), Linde Plc (4.6%), Southern Co (4.2%), Analog Devices, Inc. (4.2%), Motorola Solutions Inc (4.2%). View all STREX holdings, sector breakdown, or dividend history.
STREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STREX alternatives are available via the screener, along with tax-loss harvesting opportunities.