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Sterling Capital MdCp Relatv Val Instl STRGX

Quantitative rating as of
NAV / 1-Day Return
61.27  /  0.51 %
Total Assets
41.0 Mil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
10,000,000
Status
Open
TTM Yield
0.61%
Turnover
8%

Morningstar’s Analysis STRGX

Will STRGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Sterling Capital MdCp Relatv Val Instl’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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