SMDQX Mutual Fund
SMDQX Mutual Fund
NAV$8.20
AUM$148,244.41
TER1.79%
Holdings32
See how much of SMDQX you already own
SMDQX Mutual Fund
NAV$8.20
Sterling Capital SMID Opportunities Fund Class C
AUM$148,244.41
TER1.79%
Holdings32
See how much of SMDQX you already own
See how much of SMDQX you already own
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SMDQX Mutual Fund Overview
SMDQX Mutual Fund (Sterling Capital SMID Opportunities Fund Class C) is managed by Sterling Capital Funds with $148,244.41 in net assets. SMDQX expense ratio is 1.79%, holding 32 positions across various sectors. Inception date: 2016-09-30.
SMDQX performance shows a YTD return of -16.29%. The 1-year return is -7.61% and the 5-year return is 0.96%.
SMDQX top holdings include a diversified portfolio. Go to all SMDQX holdings, SMDQX sectors, or SMDQX dividends.
SMDQX can be compared against other funds. Use SMDQX overlap to find shared positions, or SMDQX vs another fund for a side-by-side view. SMDQX alternatives are available via the screener, along with tax-loss harvesting opportunities.