Sterling Capital Mid Cap Relative Value Fund
Shareclass
Sterling Capital Mid Cp Relatv Val R6 (SCMCX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 345 out of 1,108 funds
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Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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 Mid Cap Relative Value Fund SCMCX
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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. Huntington Bancshares Inc1.45% of assets$826,874 invested
- 2. Sabra Health Care REIT Inc1.9% of assets$1.09M invested
- 3. Thermo Fisher Scientific Inc1.64% of assets$935,751 invested
- 4. Arrow Electronics Inc1.87% of assets$1.07M invested
- 5. Becton Dickinson & Co1.04% of assets$593,882 invested
- 6. NiSource Inc3.44% of assets$1.96M invested
- 7. Phillips 662.27% of assets$1.29M invested
- 8. East West Bancorp Inc1.73% of assets$986,146 invested
- 9. Amcor PLC Ordinary Shares1.38% of assets$786,685 invested
- 10. Mid-America Apartment Communities Inc2.18% of assets$1.25M 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. Curtiss-Wright Corp2.67% of assets$1.53M invested
- 2. Wintrust Financial Corp2.2% of assets$1.25M invested
- 3. Powell Industries Inc1.19% of assets$679,886 invested
- 4. Dorman Products Inc1.62% of assets$926,765 invested
- 5. MasTec Inc5.17% of assets$2.95M invested
- 6. Skyworks Solutions Inc0.72% of assets$408,451 invested
- 7. UMB Financial Corp1.49% of assets$849,090 invested
- 8. Southwest Gas Holdings Inc2.78% of assets$1.59M invested
- 9. American Financial Group Inc1.83% of assets$1.05M invested
- 10. Oshkosh Corp2.27% of assets$1.3M invested
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Financial performance
Performance data provided by
Find more financial data on SCMCX at Morningstar.com
Find more financial data on SCMCX 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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