STREX Mutual Fund

STREX Mutual Fund (Sterling Capital Equity Income Fund Class R6) is managed by Sterling Capital Funds with $36.3M in net assets. STREX expense ratio is 0.70%, holding 33 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-02-01.

STREX performance shows a YTD return of 9.02%. The 1-year return is 9.87% and the 5-year return is 6.67%. STREX dividend yield stands at 25.13%, paid quarterly.

STREX top holdings include Philip Morris International Inc. (4.4%), Jpmorgan Chase (4.4%), Schwab Strategic T (4.3%), Ameriprise Financial Inc (4.3%), Waste Mgmt (4.2%). Go to all STREX holdings, STREX sectors, or STREX dividends.

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