Sterling Capital Behavioral Small Cap Value Equity Fund
Shareclass
Sterling Capital Behav Sm Cp Val Eq R6 (STRBX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,014 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Sterling Capital Behavioral Small Cap Value Equity Fund STRBX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. VICI Properties Inc Ordinary Shares0.52% of assets$505,220 invested
- 2. Edison International0.32% of assets$312,486 invested
- 3. TXNM Energy Inc0.02% of assets$15,675 invested
- 4. Organon & Co Ordinary Shares0.23% of assets$223,650 invested
- 5. Sabra Health Care REIT Inc0.62% of assets$598,957 invested
- 6. NorthWestern Energy Group Inc0.6% of assets$573,842 invested
- 7. Insight Enterprises Inc0.29% of assets$280,677 invested
- 8. Portland General Electric Co0.69% of assets$661,108 invested
- 9. Ovintiv Inc0.31% of assets$297,266 invested
- 10. Essential Properties Realty Trust Inc0.8% of assets$767,153 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Rithm Capital Corp0.36% of assets$349,726 invested
- 2. Supernus Pharmaceuticals Inc0.4% of assets$383,758 invested
- 3. Axos Financial Inc0.66% of assets$636,203 invested
- 4. Matador Resources Co0.25% of assets$243,904 invested
- 5. Dillard's Inc Class A0.28% of assets$268,472 invested
- 6. Equity Commonwealth0.04% of assets$37,973 invested
- 7. Silgan Holdings Inc0.34% of assets$325,860 invested
- 8. Mueller Industries Inc0.71% of assets$686,100 invested
- 9. Renasant Corp0.47% of assets$455,396 invested
- 10. UFP Industries Inc0.67% of assets$646,173 invested
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Financial performance
Performance data provided by
Find more financial data on STRBX at Morningstar.com
Find more financial data on STRBX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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