Sterling Capital MdCp Relatv Val C (STRNX)
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Sterling Capital MdCp Relatv Val C
Raleigh, NC 27601
5th Floor,434 Fayetteville Street Mall
434 Fayetteville Street Mall
800-228-1872
Management information
Shawn M. Gallagher,Lead manager since 1 April 2012
Shawn M. Gallagher, CFA®, Director, joined the Stratton Funds team of Stratton Management Company in 2005 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Shawn is the lead Portfolio Manager of the Stratton Mid Cap Value product and Associate Portfolio Manager of the Stratton Small Cap Value and Stratton Real Estate products. Prior to joining Stratton, he served as an analyst in AT&T's Financial Leadership Program. Shawn received his B.S. in Finance from Pennsylvania State University. He is a CFA® charterholder and is a member of the CFA® Society of Philadelphia and the CFA® Institute.
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 assets42.05M
YTD return2.46%
Yield0.00%
Morningstar rating★★
Inception date15 Nov 2015
Fund operations
Last dividend0.01
Last cap gain53.00
Holdings turnover4.89%
Average for categoryN/A
Fees and expenses
ExpenseSTRNXCategory average
Annual report expense ratio (net)1.13%0.94%
Prospectus net expense ratio1.13%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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