STRGX : Sterling Capital Stratton Mid Cap Value Fund Institutional Shares

STRGX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

STRGX

Sterling Capital Stratton Mid Cap Value Fund Institutional Shares

FI Score

30 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

30% FI Score
  • strgx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Sterling Capital Stratton Mid Cap Value Fund Institutional Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap® Index at the time of investment.

Largest Holdings

Amount Holding
3.36% CACI International Inc Class A
3.26% Icon PLC
3.26% Southwest Gas Holdings Inc
2.75% CDW Corp
2.66% Avery Dennison Corp
2.55% PerkinElmer Inc
2.50% Mid-America Apartment Communities Inc
2.46% Activision Blizzard Inc
2.46% Zimmer Biomet Holdings Inc
2.44% Fiserv Inc
2.39% Digital Realty Trust Inc
2.38% CyrusOne Inc
2.36% Take-Two Interactive Software Inc
2.35% Phillips 66
2.31% Thermo Fisher Scientific Inc
2.28% Berry Global Group Inc
2.23% Skyworks Solutions Inc
2.07% HD Supply Holdings Inc
2.06% Casey's General Stores Inc
2.03% First American Financial Corp
2.03% EastGroup Properties Inc
2.00% Carlisle Companies Inc
1.99% Cabot Oil & Gas Corp Class A
1.91% Oshkosh Corp
1.85% UGI Corp

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