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Sterling Capital Behavioral Large Cap Value Equity Fund Class R6: (MF: STRAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:59 PM ET

$38.41 USD

+0.06 (0.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.62 11
3 months 10.08 8
6 months 17.93 3
1 Year 25.94 8
3 Year 21.52 12
5 Year 15.98 2
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 23.77
5 Year 15.93
10 Year NA
Since Inception 10.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.58 7.30 5.51 5.53
2024 14.12 -2.83 8.75 0.35
2023 -0.06 4.17 -1.15 9.37
2022 0.42 -11.91 -5.73 13.55
2021 14.77 6.18 -0.82 8.55

Annual Return

20262025202420232022202120202019
% Total Return 8.6223.7721.0112.54-5.3031.21-1.6220.30
% Total Return Rel to Index 3.435.55-4.00-13.7012.892.52-20.02-11.18
% Total Return Rel to Peer 1.978.715.17-2.735.486.87-9.83-5.34
% Perf Quintile vs Peer* 1.001.000.003.002.001.005.005.00
% Dividends 0.000.650.600.440.460.100.600.49
% Yield 0.001.721.922.481.930.413.062.30
Capital Gains ($) 0.000.000.000.000.000.000.000.57
Expense Ratio 0.000.680.660.770.590.580.590.58

* 1 = Top 20%, 5 = Bottom 20%