SMDPX Mutual Fund
SMDPX Mutual Fund
Sterling Capital SMID Opportunities Fund Class A
SMDPX Mutual Fund Overview
SMDPX Mutual Fund (Sterling Capital SMID Opportunities Fund Class A) is managed by Sterling Capital Funds with $1.9M in net assets. SMDPX expense ratio is 1.04%, holding 32 positions across various sectors. Inception date: 2016-09-30.
SMDPX performance shows a YTD return of -15.17%. The 1-year return is -5.93% and the 5-year return is 1.93%. SMDPX dividend yield stands at 0.76%, paid quarterly.
SMDPX top holdings include a diversified portfolio. View all SMDPX holdings, sector breakdown, or dividend history.
SMDPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMDPX alternatives are available via the screener, along with tax-loss harvesting opportunities.