STREX Mutual Fund
STREX Mutual Fund
Sterling Capital Equity Income Fund Class R6

STREX Mutual Fund Overview
STREX Mutual Fund (Sterling Capital Equity Income Fund Class R6) is managed by Sterling Capital Funds with $36.8M in net assets. STREX expense ratio is 0.70%, holding 33 positions across sectors including Unknown. Inception date: 2018-02-01.
STREX performance shows a YTD return of 5.28%. The 1-year return is 5.32% and the 5-year return is 6.27%. STREX dividend yield stands at 26.03%, paid quarterly.
STREX top holdings include WM (4.7%), LIN:IE (4.6%), SO (4.2%), ADI (4.2%), MSI (4.2%). View all STREX holdings, sector breakdown, or dividend history.
STREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STREX alternatives are available via the screener, along with tax-loss harvesting opportunities.