STRBX Mutual Fund
STRBX Mutual Fund
STRBX Mutual Fund
Sterling Capital Behavioral Small Cap Value Equity Fund Class R6
STRBX Mutual Fund Overview
STRBX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class R6) is managed by Sterling Capital Funds with $66.6M in net assets. STRBX expense ratio is 0.78%, holding 248 positions across sectors including Financials, Health Care, Industrials. Inception date: 2018-02-01.
STRBX performance shows a YTD return of 18.22%. The 1-year return is 21.15% and the 5-year return is 9.64%. STRBX dividend yield stands at 0.64%.
STRBX top holdings include Jackson Financial Inc USD (1.3%), Ishares Russell 2000 Value ETF (1.1%), Federated Hermes Treasury Obl Premier 12/31/2049 2049-12-31 (1.0%), Victoria'S Secret & Co Common Stock USD 0.01 (0.9%), Bread Financial Holdings, Inc. (0.9%). Go to all STRBX holdings, STRBX sectors, or STRBX dividends.
STRBX can be compared against other funds. Use STRBX overlap to find shared positions, or STRBX vs another fund for a side-by-side view. STRBX alternatives are available via the screener, along with tax-loss harvesting opportunities.