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

22.22
Net Asset Value
+1.46%
1 Day
--
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
0.64%
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.

Performance

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

Peer Comparisonvs. Large value

 STRAXCategory
Performance 5-yr return--+13.33%
Expense ratio0.64%1.03%
Risk 5 year sharpe ratio--1.25
Net assets$335.1M$3.0B
Average market cap$48.2B$101.0B
Average P/E17.720.4
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--

Holdings

U.S. stock97.90%
International stock1.10%
Cash1.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
JPM JPMorgan Chase4.67%
BAC Bank of America2.79%
XOM Exxon Mobil2.75%
WMT Wal-Mart2.64%
PNC PNC Financial Services Group2.15%
MS Morgan Stanley2.10%
ANTM WellPoint2.07%
AMGN Amgen2.05%
TGT Target1.92%
VLO Valero Energy1.88%