STRBX Mutual Fund

STRBX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class R6) is managed by Sterling Capital Funds with $66.2M in net assets. STRBX expense ratio is 0.78%, holding 321 positions across sectors including Financials, Health Care, Industrials. Inception date: 2018-02-01.

STRBX performance shows a YTD return of 24.51%. The 1-year return is 30.03% and the 5-year return is 9.19%. STRBX dividend yield stands at 0.61%, paid quarterly.

STRBX top holdings include Jackson Financial Inc USD (1.3%), Ishares Russell 2000 Value ETF (1.1%), Federated Hermes Treasury Obl Premier 12/31/2049 2049-12-31 (1.0%), Victoria'S Secret & Co Common Stock USD 0.01 (0.9%), Bread Financial Holdings, Inc. (0.9%). Go to all STRBX holdings, STRBX sectors, or STRBX dividends.

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