STSOX Mutual Fund

STSOX Mutual Fund (Sterling Capital Small Cap Value Fund Class C) is managed by Sterling Capital Funds with $1.7M in net assets. STSOX expense ratio is 2.03%, holding 47 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-11-16.

STSOX performance shows a YTD return of 20.66%. The 1-year return is 28.16% and the 5-year return is 9.85%. STSOX dividend yield stands at 20.90%, paid semi-annually.

STSOX top holdings include Mastec Inc (4.7%), Caseys General (4.5%), Enersys (4.3%), Moog Inccommon Stock (3.6%), Caci International Inc (3.5%). Go to all STSOX holdings, STSOX sectors, or STSOX dividends.

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