Sterling Capital Stratton Mid Cap Value Fund (STRGX) Alternatives
Sterling Capital Stratton Mid Cap Value Fund (STRGX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STRGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to STRGX
STRGX charges 0.84% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among STRGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | STRGX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | STRGX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | STRGX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | STRGX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | STRGX vs VEMPX |
Best Risk-Adjusted Alternatives to STRGX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | STRGX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | STRGX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | STRGX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | STRGX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | STRGX vs BIGTX |
Top Performing STRGX Alternatives (YTD)
STRGX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | STRGX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | STRGX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | STRGX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | STRGX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | STRGX vs FTSIX |
Lowest Volatility Alternatives to STRGX
STRGX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | STRGX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | STRGX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | STRGX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | STRGX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | STRGX vs GABVX |
Lowest Drawdown Alternatives to STRGX
STRGX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | STRGX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | STRGX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | STRGX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | STRGX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | STRGX vs KMVAX |
Other Mutual Funds from Sterling Capital
Most popular Sterling Capital mutual funds on PortfoliosLab, across asset classes.
Often Compared With STRGX
What investors most often compare with STRGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| EOS | 25 | -52.37% | — | STRGX vs EOS-USD | ||
| BlackRock Health Sciences Trust | 57 | -4.57% | — | STRGX vs BME | ||
| Metropolitan West Total Return Bond Fund Class I | Total Bond Market | 45 | -0.48% | — | STRGX vs MWTIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | STRGX vs QQQ | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.83% | Nov 30, 2012 | STRGX vs BUSIX |
Compare STRGX with Any Fund or Stock
Compare STRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.