SCSPX Mutual Fund

SCSPX Mutual Fund (Sterling Capital Quality Income Fund Institutional Class) is managed by Sterling Capital Funds with $67.7M in net assets. SCSPX expense ratio is 0.60%, holding 205 positions across sectors including Financials, Real Estate. Inception date: 2011-06-30.

SCSPX performance shows a YTD return of -0.21%. The 1-year return is 0.32% and the 5-year return is 0.90%. SCSPX dividend yield stands at 3.72%, paid monthly.

SCSPX top holdings include Us Treas Bds 2.375% 02/15/42 (1.9%), LCM LTD PARTNERSHIP LCM 33A AR 144A (1.7%), Bmo Mortgage Trust Bmo 2023 C7 A5 (1.6%), Bank 2024-Bnk47 A5 5.716 2057-06-15 (1.6%), BMARK 2023-B39 A5 5.7536 07/15/2055 (1.6%). Go to all SCSPX holdings, SCSPX sectors, or SCSPX dividends.

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