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 Financials, Industrials, Information Technology. Inception date: 2018-02-01.

STREX performance shows a YTD return of 7.34%. 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 Waste Management Inc (4.7%), Linde (Industrial Gases Supplier And Engineer) (4.6%), Southern Co. (4.2%), Analog Devices Inc (4.2%), Motorola Solutions Inc. (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.