Sterling Capital Total Return Bond FundSTRDX

MUTUAL FUNDSterling
Type
Mutual fund
Peer group
Taxable bond
Net assets
$1.5B
Expense ratio
0.35%
1-year return
+4.1%
3 years, a year
+4.0%
5 years, a year
+0.5%
Holdings
389

What it aims to do.

The Fund seeks a high level of current income and a competitive total return.

Top 10 holdings.

Holding% of fund
Chicago Board of Trade5.16%
United States Treasury Bonds3.59%
Chicago Board of Trade3.55%
United States Treasury Bonds2.31%
United States Treasury Notes2.29%
United States Treasury Bonds2.28%
Federal National Mortgage Association1.35%
Hertz Vehicle Financing LLC1.18%
Money Market Obligations Trust1.18%
United States Treasury Notes1.08%

More on STRDX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.