STREX Mutual Fund

STREX Mutual Fund (Sterling Capital Equity Income Fund Class R6) is managed by Sterling Capital Funds with $37.1M 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 Waste Mgmt (4.5%), Analog Devices, Inc. (4.5%), Eaton Plc (4.3%), Ferguson Enterprises (4.1%), Motorola Solutions, Inc (4.1%). 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.