STREX Mutual Fund

STREX Mutual Fund (Sterling Capital Equity Income Fund Class R6) is managed by Sterling Capital Funds with $34.9M in net assets. STREX expense ratio is 0.70%, holding 36 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2018-02-01.

STREX performance shows a YTD return of 5.36%. The 1-year return is 4.16% and the 5-year return is 2.12%. STREX dividend yield stands at 1.18%, paid quarterly.

STREX top holdings include Microsoft Corp (4.5%), Schwab Strategic T (4.5%), Jpmorgan Chase (4.5%), Motorola Solutions, Inc (4.3%), Philip Morris International Inc. (4.3%). 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.