Sterling Capital Stratton SmCp Val Instl (STSCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Sterling Capital Stratton SmCp Val Instl
Raleigh, NC 27601
5th Floor,434 Fayetteville Street Mall
434 Fayetteville Street Mall
800-228-1872
Management information
Gerald M. Van Horn,Lead manager since 31 July 2000
Gerald M. Van Horn, CFA, is an Executive Director, joined the Stratton Funds Team of Stratton Management Company in 1998 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 1996. Prior to joining Stratton Management Company, he served as an economic research analyst at Rightime Econometrics. Mr. Van Horn is a graduate of the College of New Jersey where he received his B.A. in Economics. He is a CFA charterholder and is a member of the CFA Society of Philadelphia and the CFA Institute.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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
CategorySmall Blend
Fund familySterling Capital Funds
Net assets249.68M
YTD return2.53%
Yield0.38%
Morningstar rating★★★★
Inception date30 Jan 2020
Fund operations
Last dividend0.23
Last cap gain92.00
Holdings turnover0.77%
Average for categoryN/A
Fees and expenses
ExpenseSTSCXCategory average
Annual report expense ratio (net)1.30%1.03%
Prospectus net expense ratio1.30%N/A
Prospectus gross expense ratio1.30%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.