STRLX Mutual Fund

STRLX Mutual Fund (Sterling Capital Mid Cap Relative Value Fund Class A) is managed by Sterling Capital Funds with $16.3M in net assets. STRLX expense ratio is 1.17%, holding 47 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2015-11-16.

STRLX performance shows a YTD return of 15.70%. The 1-year return is 12.93% and the 5-year return is 6.76%. STRLX dividend yield stands at 8.70%, paid semi-annually.

STRLX top holdings include Caseys General (5.7%), Caci International Inc (4.7%), Mastec Inc (4.2%), Phillips 66 (3.9%), Federated Hermes Treasury Obl Premier 12/31/2049 2049-12-31 (3.3%). Go to all STRLX holdings, STRLX sectors, or STRLX dividends.

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