Nasdaq - Delayed Quote USD

Sterling Capital Mid Cap Relative Value Fund (STRGX)

58.17
+0.10
+(0.17%)
At close: 6:27:14 PM EDT

Investment Information

Min Initial Investment
10,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
100,000
Min Subsequent Investment
10,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Schwab Institutional Only
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • RBC Wealth Management-Wrap Eligible
  • Vanguard Load
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap® Index at the time of investment.

Fund Overview

Category Mid-Cap Blend
Fund Family Sterling Capital Funds
Net Assets 31.41M
YTD Return -4.62%
Yield 0.66%
Morningstar Rating
Inception Date Nov 16, 2015

Performance & Risk

YTD Return -0.64%
5y Average Return 13.68%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

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