Sterling Capital Mid Cap Relative Value Fund C Shares (STRNX)

Overview

The company operates within the financial sector, focusing specifically on investment funds that target mid capitalization ("mid cap") companies. It aims to pursue investment objectives by maintaining a diversified portfolio of common stock and securities that are convertible into common stock. These investments predominantly lie in the range of companies with market capitalizations that align with the Russell Midcap® Index at the time of investment. The firm emphasizes an investment approach that requires at least 80% of its net assets to be allocated towards mid cap companies, demonstrating a specialized focus within the broader market.

Products and Services

• Diversified Portfolio of Mid Cap Stocks

  This service involves the strategic allocation of at least 80% of the fund's net assets in mid cap companies. These are defined as companies whose market capitalizations fall within the range of those constituting the Russell Midcap® Index at the time of investment. The selection process aims to achieve a diversified investment portfolio that can mitigate risks while seeking to maximize returns. This diversification strategy is essential for investors looking to invest in mid cap stocks with the potential for growth.

• Convertible Securities

  Alongside common stock investments, the fund also focuses on investing in securities that can be converted into common stock. This includes a variety of financial instruments such as convertible bonds or convertible debentures, which provide the fund with the flexibility to convert these securities into shares of common stock, usually at predetermined conditions. This approach allows the fund to participate in the equity growth of its investments while potentially benefiting from the fixed income characteristics of bonds or debentures. It's a strategic method to balance growth with income, making it an attractive option for investors seeking diversified exposure in mid cap companies.