Back to top
more

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

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

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 11.89 5
3 months 11.80 9
6 months 14.38 14
1 Year 27.07 12
3 Year 14.95 15
5 Year 11.02 7
10 Year 12.14 23

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 157.12
Bear Market (10/07 - 2/09) -46.05
Bull Market (2/09 - 3/21) 698.12

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.49
5 Year 10.90
10 Year 10.08
Since Inception 10.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.74 6.87 9.18 1.36
2024 7.86 -2.34 9.70 -1.72
2023 2.60 5.80 -2.76 11.50
2022 -4.24 -14.67 -4.14 9.24
2021 17.73 3.06 -1.32 9.90

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.8911.4913.5617.70-14.4531.603.1824.50-14.4513.1925.24
% Total Return Rel to Index 4.88-6.72-11.46-8.543.752.91-15.21-6.98-10.05-8.6013.31
% Total Return Rel to Peer 1.694.181.631.625.0612.28-15.81-0.93-3.67-2.409.29
% Perf Quintile vs Peer* 1.002.000.002.002.001.005.003.004.003.001.00
% Dividends 0.000.140.100.220.240.080.410.450.300.240.13
% Yield 0.000.320.210.280.370.090.490.520.390.250.15
Capital Gains ($) 0.007.229.1416.1913.6817.2711.214.935.907.694.10
Expense Ratio 0.001.031.051.031.000.981.011.031.031.061.08

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