Sterling Capital Funds - Sterling Capital SMID Opportunities Fund (SMDPX)
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Sterling Capital Funds - Sterling Capital SMID Opportunities Fund
Raleigh, NC 27601
5th Floor,434 Fayetteville Street Mall
434 Fayetteville Street Mall
800-228-1872
Management information
Lee D Houser,Lead manager since 30 August 2021
Lee D. Houser, CFA®, Executive Director, joined Sterling Capital Management in 2006 and has investment experience since 1999. Lee is an associate portfolio manager for Sterling’s Fundamental Equity Mid Cap Value and Fundamental Equity Small Cap Value strategies. Prior to joining Sterling, he worked for ICM Asset Management as a senior research analyst. Previous work experience includes analyst positions at Redchip Research, Raymond James Financial, Inc. and also as a software engineer with Bell Atlantic Corp. Lee received his B.S. in Mathematics and Economics from James Madison University, where he was a summa cum laude graduate, and his M.B.A. from Duke University. He holds the Chartered Financial Analyst® designation.
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
CategoryMid-Cap Blend
Fund familySterling Capital Funds
Net assets3M
YTD return11.92%
Yield0.00%
Morningstar rating★★
Inception date29 Sept 2016
Fund operations
Last dividend0.06
Last cap gain22.00
Holdings turnover23.35%
Average for categoryN/A
Fees and expenses
ExpenseSMDPXCategory average
Annual report expense ratio (net)0.79%0.94%
Prospectus net expense ratio0.79%N/A
Prospectus gross expense ratio1.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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