Sterling Capital Small Cap Value Fund
Shareclass
Sterling Capital SmCp Val Instl (STSCX)
Type
Open-end mutual fund
Manager
Gender equality score
39
/ 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: 770 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
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 Small Cap Value Fund STSCX
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. Portland General Electric Co2.07% of assets$3.61M invested
- 2. Old National Bancorp1.41% of assets$2.47M invested
- 3. Chord Energy Corp Ordinary Shares - New0.94% of assets$1.64M invested
- 4. The Hanover Insurance Group Inc1.77% of assets$3.1M invested
- 5. Crane Co3.66% of assets$6.41M invested
- 6. Affiliated Managers Group Inc2.99% of assets$5.24M invested
- 7. Webster Financial Corp2.42% of assets$4.24M invested
- 8. Performance Food Group Co3.37% of assets$5.9M invested
- 9. Casey's General Stores Inc4% of assets$7M invested
- 10. PTC Inc2.05% of assets$3.58M 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. Trustmark Corp1.24% of assets$2.18M invested
- 2. Matador Resources Co1.03% of assets$1.81M invested
- 3. Community Financial System Inc2.25% of assets$3.94M invested
- 4. Crane NXT Co1.71% of assets$2.99M invested
- 5. Moog Inc Class A4.1% of assets$7.17M invested
- 6. Glacier Bancorp Inc2.31% of assets$4.04M invested
- 7. ePlus Inc1.8% of assets$3.15M invested
- 8. Dorman Products Inc2.2% of assets$3.86M invested
- 9. Wintrust Financial Corp3.58% of assets$6.27M invested
- 10. Oshkosh Corp3.29% of assets$5.76M invested
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Financial performance
Performance data provided by
Find more financial data on STSCX at Morningstar.com
Find more financial data on STSCX 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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