STRDX Mutual Fund
STRDX Mutual Fund
STRDX Mutual Fund
Sterling Capital Total Return Bond Fund Class R6
STRDX Mutual Fund Overview
STRDX Mutual Fund (Sterling Capital Total Return Bond Fund Class R6) is managed by Sterling Capital Funds with $458.4M in net assets. STRDX expense ratio is 0.35%, holding 397 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2018-02-01.
STRDX performance shows a YTD return of -0.19%. The 1-year return is 1.86% and the 5-year return is -0.24%. STRDX dividend yield stands at 4.56%, paid monthly.
STRDX top holdings include Treasury Bond (Otr) 4.25% Aug 15, 2054 (3.5%), United States Treasury Note/bond 2.5 02/15/2045 (2.4%), Federated Hermes Treasury Obl Premier 12/31/2049 2049-12-31 (1.9%), United States Treas Bds 1.375% 08/15/2050 (1.8%), Federal National Mortgage Association 3% (1.3%). Go to all STRDX holdings, STRDX sectors, or STRDX dividends.
STRDX can be compared against other funds. Use STRDX overlap to find shared positions, or STRDX vs another fund for a side-by-side view. STRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.