STRFX Mutual Fund

STRFX Mutual Fund (Sterling Capital Long Duration Corporate Bond Fund Class R6) is managed by Sterling Capital Funds with $56.1M in net assets. STRFX expense ratio is 0.38%, holding 365 positions across sectors including Financials, Utilities, Communication Services. Inception date: 2022-02-01.

STRFX performance shows a YTD return of -2.60%. The 1-year return is 0.20% and the 5-year return is -3.23%. STRFX dividend yield stands at 4.98%, paid monthly.

STRFX top holdings include United States Treasury Note/bond 2.5 02/15/2045 (2.4%), federated hermes treasury oligations fund (1.6%), Boeing Co/The Corporate Bonds (1.0%), Charter Communications Operating, 6.484% 23oct2045 (0.9%), Wells Fargo & Co. 5.375% 2043-11-02 (0.8%). Go to all STRFX holdings, STRFX sectors, or STRFX dividends.

STRFX can be compared against other funds. Use STRFX overlap to find shared positions, or STRFX vs another fund for a side-by-side view. STRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.