Sterling Capital Behavioral Large Cap Value FundSTRAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$63.7M
Expense ratio
0.69%
1-year return
+24.7%
3 years, a year
+20.8%
5 years, a year
+13.8%
Holdings
111
What it aims to do.
The Fund seeks maximum long-term total return, by investing primarily in equity securities of large companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GS Goldman Sachs Group, Inc. | 2.47% |
| VZ Verizon Communications Inc. | 2.39% |
| C Citigroup Inc. | 2.38% |
| SBC AT&T Inc | 2.36% |
| BMY Bristol-Myers Squibb Company | 2.01% |
| MS Morgan Stanley | 2.00% |
| JPM JPMorgan Chase & Co. | 1.97% |
| MO Altria Group, Inc. | 1.88% |
| DUK Duke Energy Corp | 1.84% |
| EOG EOG Resources Inc. | 1.81% |
More on STRAX.
- STRAX overview
- STRAX holdings
- STRAX risk
- STRAX costs
- STRAX money in and out
- STRAX share classes
- Compare STRAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.