Fund Evaluator:

Sterling Capital MdCp Relatv Val Instl Overview

Sterling Capital MdCp Relatv Val Instl (STRGX) is an actively managed U.S. Equity Mid-Cap Blend fund. Sterling Capital Funds launched the fund in 1972.

The investment seeks long-term capital appreciation. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Bloomberg US Mid Cap® Index at the time of investment.

About Sterling Capital MdCp Relatv Val Instl (STRGX)

There are 1 members of the management team with an average tenure of 14.25 years: Andrew DiZio (2012). Management tenure is more important for actively managed funds than passive index funds.

The fund has 2 primary benchmarks: Bloomberg US 3000 TR USD index with a weighting of 100% and Russell 3000 TR USD index with a weighting of 100%. Sterling Capital MdCp Relatv Val Instl has 48 securities in its portfolio. The top 10 holdings constitute 37.4% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Sterling Capital MdCp Relatv Val Instl is part of the Equity global asset class and is within the U.S. Equity fund group. Sterling Capital MdCp Relatv Val Instl has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 96.3%. There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Sterling Capital MdCp Relatv Val Instl has 3.7% of the portfolio in cash.

Assets Under Management

The fund has $38 million in total assets, which is below the $1 billion average for the Mid-Cap Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

STRGX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Sterling Capital MdCp Relatv Val Instl expense ratio is high compared to funds in the Mid-Cap Blend category. Sterling Capital MdCp Relatv Val Instl has an expense ratio of 0.92%, which is 6% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Sterling Capital MdCp Relatv Val Instl has a portfolio turnover rate of 40%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 51% for the Mid-Cap Blend category.

Recently, in the month of June 2026, Sterling Capital MdCp Relatv Val Instl returned 6.4%, which earned it a grade of A, as the Mid-Cap Blend category had an average return of 4.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Sterling Capital MdCp Relatv Val Instl has a trailing yield of 0.35%, which is below the 0.47% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Sterling Capital MdCp Relatv Val Instl Grades

Year to date, the fund has returned 23.9%, 8.6 percentage points better than the category, which translates into a grade of A. The fund has returned 27.4% over the past year (grade of B), 15.3% over the past three years (grade of C) and 8.9% per year over the past five years (grade of C) and 10.7% per year over the past 10 years (grade of D).

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