STRGX Mutual Fund
STRGX Mutual Fund
STRGX Mutual Fund
Sterling Capital Mid Cap Relative Value Fund Instl Class
STRGX Mutual Fund Overview
STRGX Mutual Fund (Sterling Capital Mid Cap Relative Value Fund Instl Class) is managed by Sterling Capital Funds with $33.2M in net assets. STRGX expense ratio is 0.92%, holding 48 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1972-09-29.
STRGX performance shows a YTD return of 15.27%. The 1-year return is 16.74% and the 5-year return is 7.06%. STRGX dividend yield stands at 0.40%, paid semi-annually.
STRGX top holdings include Caci International Inc, Class A (4.8%), Phillips 66 (4.3%), Casey's General Stores Inc (4.2%), Mastec Inc (3.9%), United Rentals Inc. (3.1%). Go to all STRGX holdings, STRGX sectors, or STRGX dividends.
STRGX can be compared against other funds. Use STRGX overlap to find shared positions, or STRGX vs another fund for a side-by-side view. STRGX alternatives are available via the screener, along with tax-loss harvesting opportunities.