STRAX Mutual Fund
STRAX Mutual Fund
Sterling Capital Behavioral Large Cap Value Equity Fund Class R6
STRAX Mutual Fund Overview
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 111 positions across sectors including Financials, Health Care, Energy. Inception date: 2018-02-01.
STRAX performance shows a YTD return of 16.70%. The 1-year return is 31.65% and the 5-year return is 15.22%. STRAX dividend yield stands at 2.00%, paid quarterly.
STRAX top holdings include Goldman Sachs International Ltd. (2.5%), Verizon Communications, Inc. (2.4%), Citibank N.A. (2.4%), AT&T Inc. (2.4%), Bristol-Myers Squibb Co. (2.0%). View all STRAX holdings, sector breakdown, or dividend history.
STRAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.