Sterling Capital Behavioral Large Cap Value Equity Fund Class R6 (STRAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term total return- by investing primarily in equity securities of large companies. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500- Index at the time of purchase.


1 month-0.64% 3 years--
3 months-- 5 years--
1 year-- Since inception-6.34%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return--+10.32%
Expense ratio0.64%1.02%
Risk 5 year sharpe ratio1.090.97
Net assets$309.9M$2.8B
Average market cap$43.0B$97.7B
Average P/E13.916.8
Portfolio turnover145%145%

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Fund Management and Purchase Info

Fund familySterling Capital Funds
Fund manager & tenureRobert Weller / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock98.49%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
JPM JPMorgan Chase4.60%
BAC Bank of America2.83%
XOM Exxon Mobil2.54%
WMT Wal-Mart2.24%
VZ Verizon2.19%
MS Morgan Stanley2.08%
PNC PNC Financial Services Group2.07%
AMGN Amgen2.03%
ANTM WellPoint1.98%
MPC Marathon Petroleum1.96%