SCSPX : Sterling Capital Quality Income Fund Institutional Shares

SCSPX is a Bond Market Total US Bond Market with MODERATE fees.

SCSPX

Sterling Capital Quality Income Fund Institutional Shares

FI Score

42 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

42% FI Score
  • scspx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Sterling Capital Quality Income Fund Institutional Shares

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to maximize total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of securitized obligations of any kind (including asset-backed securities, commercial mortgage-backed securities and collateralized mortgage obligations). It will invest in securities that are investment grade (i.e., rated at the time of purchase in one of the four highest rating categories by a nationally recognized statistical rating organization, or determined by the portfolio manager to be of comparable quality).

Largest Holdings

Amount Holding
2.07% Wells Fargo Commercial Mortgage Trust 5.28%
1.73% Citibank Credit Card Issuance Trust 6.15%
1.71% Federal National Mortgage Association 3%
1.70% Federal Home Loan Mortgage Corporation 4.75%
1.59% Federal Home Loan Mortgage Corporation 3%
1.59% WFRBS Commercial Mtg Tst 2011-C2 5.17%
1.58% WFRBS Commercial Mtg Tst 2011-C2 4.38%
1.58% FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3%
1.52% GS Mortgage Securities Corp 4.08%
1.48% Morgan Stanley Bank Of America Merrill Lynch Trust 3.72%
1.47% Federal Home Loan Mortgage Corporation 3.5%
1.46% Cd 2016-Cd2 Mortga 3.53%
1.46% GS Mortgage Securities Trust 2016-GS4 3.44%
1.45% Csail Commercial Mortgage Trust 3.72%
1.38% Federal Home Loan Mortgage Corporation 3%
1.38% Fresb Mortgage Trust 2.88%
1.38% Federal Home Loan Mortgage Corporation 2.5%
1.36% COMM 2012-CCRE1 Mortgage Trust 3.39%
1.35% Federal Home Loan Mortgage Corporation 3.5%
1.35% SOFI PROFESSIONAL LOAN PROGRAM TRUST 2.54%
1.33% Federal National Mortgage Association 4%
1.32% Federal Home Loan Mortgage Corporation 3.5%
1.32% ENTERPRISE FLEET FINANCING LLC 2.29%
1.31% Federal National Mortgage Association 3.5%
1.30% Federal Home Loan Mortgage Corporation 3.5%

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