STRBX Mutual Fund
STRBX Mutual Fund
Sterling Capital Behavioral Small Cap Value Equity Fund Class R6

STRBX Mutual Fund Overview
STRBX Mutual Fund (Sterling Capital Behavioral Small Cap Value Equity Fund Class R6) is managed by Sterling Capital Funds with $66.1M in net assets. STRBX expense ratio is 0.78%, holding 251 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2018-02-01.
STRBX performance shows a YTD return of 23.03%. The 1-year return is 34.83% and the 5-year return is 12.08%. STRBX dividend yield stands at 8.83%, paid quarterly.
STRBX top holdings include Jackson Financial Inc USD (1.2%), Tutor Perini Corp (1.1%), Signature Aviation Plc (1.0%), Lumen Technologies Inc (0.9%), Dana Inc (0.9%). View all STRBX holdings, sector breakdown, or dividend history.
STRBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STRBX alternatives are available via the screener, along with tax-loss harvesting opportunities.