SHTRX Mutual Fund
NAV$8.37
AUM$12M
TER0.44%
Holdings137
SHTRX Mutual Fund
NAV$8.37
Sterling Capital Short Duration Bond Fund R6 Shares
AUM$12M
TER0.44%
Holdings137
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See the full sector breakdown of SHTRX
Sector concentration, industry allocation and the exact weight of every sector.
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SHTRX Mutual Fund Sector Allocation
SHTRX sector allocation breaks down across Financials (46.4%), Other (28.3%), Utilities (4.9%), Industrials (3.8%), Energy (3.6%). Across 137 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SHTRX sector exposure is important for understanding concentration risk. With Financials at 46.4%, the fund has significant sector concentration.
SHTRX geographic allocation shows country exposure. SHTRX overlap calculator reveals how sector exposure compares with other funds.