STRDX Mutual Fund
STRDX Mutual Fund
Sterling Capital Total Return Bond Fund Class R6
STRDX Mutual Fund Overview
STRDX Mutual Fund (Sterling Capital Total Return Bond Fund Class R6) is managed by Sterling Capital Funds with $482.5M in net assets. STRDX expense ratio is 0.35%, holding 389 positions across sectors including Other, Financials, Utilities. Inception date: 2018-02-01.
STRDX performance shows a YTD return of -2.86%. The 1-year return is 3.78% and the 5-year return is 0.12%. STRDX dividend yield stands at 4.20%, paid monthly.
STRDX top holdings include Cbot 2 Year Us Treasury Note Future 2026-06-30 (5.2%), United States Treasury Note/bond 2.5 02/15/2045 (3.6%), Cbot 5 Year Us Treasury Note 2026-06-30 (3.5%), Treasury Bond (otr) 1.38 Aug 15, 2050 (2.3%), Treasury (Cpi) Note 1.88% Jul 15, 2035 (2.3%). View all STRDX holdings, sector breakdown, or dividend history.
STRDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.