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 a closer substitute for your current allocation.
Cheapest Alternatives to STRGX
STRGX charges 0.84% annually. There are 53 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | STRGX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | STRGX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | STRGX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | STRGX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | STRGX vs VMCIX |
Best Risk-Adjusted Alternatives to STRGX
STRGX has a PortfoliosLab risk / return rank of 58. There are 37 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | STRGX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | STRGX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | STRGX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | STRGX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | STRGX vs FZAMX |
Top Performing STRGX Alternatives (YTD)
STRGX is at 21.19% YTD. There are 25 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | STRGX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | STRGX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | STRGX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | STRGX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | STRGX vs FZAMX |
Lowest Volatility Alternatives to STRGX
STRGX has 14.46% 1-year volatility. There are 32 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | STRGX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | STRGX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | STRGX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | STRGX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | STRGX vs RSINX |
Lowest Drawdown Alternatives to STRGX
STRGX has a 1-year max drawdown of -7.79%. There are 10 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | STRGX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | STRGX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | STRGX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | STRGX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | STRGX vs DNLDX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, BIBTX, SCSPX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 9 | 4.79% | — | Jun 2004 | STRGX vs BEGIX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 18 | 0.00% | — | Dec 1999 | STRGX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 24 | 0.20% | — | Jun 2011 | STRGX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 10 | 0.53% | — | Jun 2011 | STRGX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 30 | 8.20% | — | Jun 2003 | STRGX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | STRGX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 84 | 23.16% | — | Apr 1993 | STRGX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 14 | 12.32% | — | May 1980 | STRGX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.62% | — | Oct 1992 | STRGX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 93 | 18.21% | — | Oct 1992 | STRGX vs BBISX |
Often Compared With STRGX
Investors most often compare STRGX with EOS-USD, BME, MWTIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare STRGX with Any Fund or Stock
Compare STRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STRGX with funds that move differently
Sterling Capital Stratton Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STRGX.
Explore STRGX Diversifiers