STRMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Sterling Capital Mid Value R6 (STRMX) Ownership - Who owns Sterling Capital Mid Value R6?

The investment seeks long-term growth of capital by investing the fund's assets primarily in equity securities of companies that are considered to be undervalued... Show more

Category: #Mid-Cap Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

STRMX

Net Assets

27.9M

Fund Existence

about 7 years

Turnover

19.99

Total Expense Ratio

0.78

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.91

Assets in Top Ten Holdings

17.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

525K

Fund Type

OpenEnd

Index Fund

Management Fee

0.60

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

37.00

Number of Net Holdings

37.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

37.35%

Gain YTD

1.135

Annual Yield % from dividends

0.61

Returns for 1 year

-5.59

Returns for 3 years

-23.77

Returns for 5 years

52.43

Returns for 10 years

N/A

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General Information

Category MidCapValue

Profile

Fundamentals

Details