STRBX Mutual Fund

STRBX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class R6) is managed by Sterling Capital Funds with $68.4M in net assets. STRBX expense ratio is 0.78%, holding 251 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2018-02-01.

STRBX performance shows a YTD return of 23.44%. The 1-year return is 37.70% and the 5-year return is 11.59%. STRBX dividend yield stands at 8.65%, paid quarterly.

STRBX top holdings include Jackson Financial Inc USD (1.2%), Tutor Perini Corp (1.1%), Signet Jewelers Limited Common Shares (1.0%), Lumen Technologies Inc (0.9%), Dana 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.