Sterling Capital Mid Value Fund

Shareclass

Sterling Capital Mid Value I (OVEIX)

Type

Open-end mutual fund

Manager

Sterling Capital Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

33.4

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,691 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Hilton Worldwide Holdings Inc
2.82% of assets
$777,083 invested
2. Centene Corp
2.73% of assets
$752,925 invested
3. eBay Inc
1.9% of assets
$523,417 invested
4. Jacobs Solutions Inc
2.82% of assets
$777,444 invested
5. Idacorp Inc
1.61% of assets
$442,798 invested
6. ASGN Inc
1.91% of assets
$527,351 invested
7. Corteva Inc
4.22% of assets
$1.16M invested
8. Global Payments Inc
2.56% of assets
$706,395 invested
9. CMS Energy Corp
2.92% of assets
$805,104 invested
10. Arrow Electronics Inc
2.11% of assets
$581,344 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. Mueller Industries Inc
1.93% of assets
$531,686 invested
2. Markel Group Inc
3.36% of assets
$927,327 invested
3. Gentex Corp
2.6% of assets
$717,780 invested
4. Permian Resources Corp Class A
1.98% of assets
$546,840 invested
5. Mohawk Industries Inc
2% of assets
$551,489 invested
6. SS&C Technologies Holdings Inc
3.56% of assets
$982,981 invested
7. Somnigroup International Inc
1.65% of assets
$455,926 invested
8. Air Lease Corp Class A
2.52% of assets
$694,311 invested
9. Euronet Worldwide Inc
3.66% of assets
$1.01M invested
10. Pinnacle Financial Partners Inc
2.22% of assets
$611,321 invested

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Financial performance

Performance data provided by

Find more financial data on OVEIX at Morningstar.com

Gender Equality and Returns

Returns chart for Sterling Capital Mid Value Fund

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.

Benchmarking tool

Current fund

OVEIX

Sterling Capital Mid Value Fund

Family

Sterling Capital Funds

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.17% less in annualized returns

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OVEIX

Sterling Capital Mid Value Fund

Family

Sterling Capital Funds

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.17% less in annualized returns

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OVEIX

Sterling Capital Mid Value Fund

Family

Sterling Capital Funds

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.17% less in annualized returns

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
OVEIX - Sterling Capital Mid Value Fund

3.28%

2.85%

12%

6.11%

47 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-8.78%

-9.3%

-3.74%

-6.17%

8 / 100 points lower

Find more financial data on OVEIX at Morningstar.com

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