STSOX Mutual Fund

STSOX Mutual Fund (Sterling Capital Small Cap Value Fund Class C) is managed by Sterling Capital Funds with $1.6M in net assets. STSOX expense ratio is 2.03%, holding 48 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-11-16.

STSOX performance shows a YTD return of 18.31%. The 1-year return is 20.54% and the 5-year return is 8.86%. STSOX dividend yield stands at 21.32%, paid semi-annually.

STSOX top holdings include Moog Inccommon Stock (4.0%), Affiliated Managers Group Inc. (3.9%), Enersys (3.9%), Caci International Inc (3.6%), Caseys General (3.6%). 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.