Sterling Capital Mid Cap Relative Value FundSTRGX

MUTUAL FUNDSterling
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$51.8M
Expense ratio
0.92%
1-year return
+14.7%
3 years, a year
+11.0%
5 years, a year
+6.3%
Holdings
48

What it aims to do.

The Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
MTZ Mastec, Inc.7.40%
CASY Casey'S General Stores Inc.5.98%
CACI CACI International Inc.4.45%
CW Curtiss-Wright Corp.3.55%
NI NiSource Inc.3.48%
PSX Phillips 663.12%
OSK Oshkosh Corporation2.89%
SWX Southwest Gas Holdings Inc2.88%
Money Market Obligations Trust2.67%
PFGC Performance Food Group Co.2.53%

More on STRGX.

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