STRAX Mutual Fund

STRAX Mutual Fund (Sterling Capital Behavioral Large Cap Value Equity Fund Class R6) is managed by Sterling Capital Funds with $13.4M 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 22.24%. The 1-year return is 36.66% and the 5-year return is 15.84%. STRAX dividend yield stands at 1.27%, paid quarterly.

STRAX top holdings include Goldman Sachs & Co (2.5%), Verizon Communic (2.4%), Citigroup Inc. (2.4%), AT&T Inc. (2.4%), Bristol-Myers Squibb Co. (2.0%). 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.