STRSX Mutual Fund
STRSX Mutual Fund
Sterling Capital Special Opportunities Fund Class R6
STRSX Mutual Fund Overview
STRSX Mutual Fund (Sterling Capital Special Opportunities Fund Class R6) is managed by Sterling Capital Funds with $20.2M in net assets. STRSX expense ratio is 0.77%, holding 36 positions across sectors including Information Technology, Health Care, Unknown. Inception date: 2018-02-01.
STRSX performance shows a YTD return of 8.31%. The 1-year return is 19.83% and the 5-year return is 17.02%. STRSX dividend yield stands at 16.01%, paid annually.
STRSX top holdings include Nvidia Corp (7.0%), Marvell Technology Group Ltd (5.6%), Alphabet Inc series C (5.5%), federated hermes treasury oligations fund (4.5%), Amazon.Com Inc (4.4%). View all STRSX holdings, sector breakdown, or dividend history.
STRSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.