STSCX : Sterling Capital Stratton Small Cap Value Fund Institutional Shares

STSCX is a US Stocks Market Small Blend with MODERATE fees.

STSCX

Sterling Capital Stratton Small Cap Value Fund Institutional Shares

FI Score

47 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

47% FI Score
  • stscx
  • Mutual Fund
  • US Stocks
  • Small Blend

Sterling Capital Stratton Small Cap Value Fund Institutional Shares

Expenses: 1.03% (Better than 1% of similar funds)

This is a bad choice for a Small 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 common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000® Index.

Largest Holdings

Amount Holding
4.54% West Pharmaceutical Services Inc
4.41% CACI International Inc Class A
3.38% Southwest Gas Holdings Inc
3.30% Community Bank System Inc
3.30% First Industrial Realty Trust Inc
3.14% Qorvo Inc
3.01% Portland General Electric Co
3.00% The Hanover Insurance Group Inc
2.98% Oshkosh Corp
2.85% Casey's General Stores Inc
2.84% Selective Insurance Group Inc
2.71% EnerSys
2.61% Highwoods Properties Inc
2.52% Glacier Bancorp Inc
2.52% Crane Co
2.43% BioTelemetry Inc
2.37% MasTec Inc
2.36% American Campus Communities Inc
2.35% ON Semiconductor Corp
2.24% Signature Bank
2.18% PolyOne Corp
2.02% Performance Food Group Co
1.99% Treehouse Foods Inc
1.99% Moog Inc A
1.96% NetScout Systems Inc

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