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Sterling Capital Small Cap Value Fund Institutional Class: (MF: STSCX)

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

$38.76 USD

+0.01 (0.03%)

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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2-Buy of 5   2      

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Zacks Premium Research for STSCX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

The fund was incepted in April 1993 and is managed by Stratton Management Company. The fund seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its assets in common stock and securities convertible into common stock of small capitalization companies. The fund distributes its dividends and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Sterling Capital SmallCap Value Ins STSCX NA NA 0.00 0.00 0.75 1.03

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Stratton Small-Cap Value Fund STSCX 38.76 4/12/1993 0.30 27.07 14.95 11.02
Sentinel Conservative Strat Fund I SCSIX 39.00 2/4/2020 0.29 27.25 15.10 11.15

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Sterling Capital SmallCap Value Ins STSCX 1000000 0 0 Q

Contact Information

Family Sterling
Address 4400 Computer Drive
Westborough, MA 01571-1722
Phone 800 228-1872