STRAX Mutual Fund

STRAX Mutual Fund (Sterling Capital Behavioral Large Cap Value Equity Fund Class R6) is managed by Sterling Capital Funds with $13.0M in net assets. STRAX expense ratio is 0.69%, holding 123 positions across sectors including Financials, Health Care, Energy. Inception date: 2018-02-01.

STRAX performance shows a YTD return of 26.23%. The 1-year return is 37.05% and the 5-year return is 16.10%. STRAX dividend yield stands at 1.23%, paid quarterly.

STRAX top holdings include Chevron Corp (3.3%), Unitedhealth Group Incorporated (3.1%), Verizon Communications Inc Vz (2.4%), Micron Technology, Inc. (2.4%), Citigroup Inc. (2.2%). Go to all STRAX holdings, STRAX sectors, or STRAX dividends.

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