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Sterling Capital Securitized Opps A (SCSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.77+0.04 (+0.46%)
At close: 08:00PM EDT

Sterling Capital Securitized Opps A

Raleigh, NC 27601

5th Floor,434 Fayetteville Street Mall

434 Fayetteville Street Mall

800-228-1872
Management information
Jeffrey D Ormsby,Lead manager since 31 January 2016
Jeffrey D. Ormsby, CFA, is a Director and Portfolio Manager in the mortgage and structured product area for Sterling Capital. He has been with Sterling Capital and its predecessors since 2011 and has investment experience since 2006. Prior to joining Sterling, he worked for Smith Breeden Associates as a CMBS trader and portfolio management analyst within their investments group. Mr. Ormsby is a summa cum laude graduate of North Carolina State University where he received his B.S. in Economics and was recognized as Valedictorian. He received his M.B.A. from UNC’s Kenan-Flagler Business School, where he was the Norman Block Valedictorian Award recipient. He is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryIntermediate Core Bond
Fund familySterling Capital Funds
Net assets88.12M
YTD return-2.39%
Yield3.15%
Morningstar rating★★★★
Inception date29 Jun 2011

Fund operations

Last dividend0.10
Last cap gain-12.00
Holdings turnover9.85%
Average for categoryN/A

Fees and expenses

ExpenseSCSSXCategory average
Annual report expense ratio (net)0.57%0.61%
Prospectus net expense ratio0.57%N/A
Prospectus gross expense ratio0.62%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A