SHTRX Mutual Fund

SHTRX Mutual Fund (Sterling Capital Short Duration Bond Fund R6 Shares) is managed by Sterling Capital Funds with $12.3M in net assets. SHTRX expense ratio is 0.44%, holding 137 positions across sectors including Financials, Utilities, Industrials. Inception date: 2021-01-29.

SHTRX performance shows a YTD return of 0.39%. The 1-year return is 4.86% and the 5-year return is 2.67%. SHTRX dividend yield stands at 4.88%, paid monthly.

SHTRX top holdings include United States Treasuryu.S. Treasury Notes 07/31/2028 (1.9%), Hertz Vehicle Ficing Iii Lp Series 2021-2A Cl. A 1.68% 12/27/2027 (1.4%), Drslf 2017-53A Br (1.4%), Amcar 2022-2 C 5.32% 03/18/26 (1.4%), Morgan Stanley 0.05652 2028-04-13 (1.3%). Go to all SHTRX holdings, SHTRX sectors, or SHTRX dividends.

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