Sterling Capital Stratton Small Cap Value Fund (STSCX) Alternatives
Sterling Capital Stratton Small Cap Value Fund (STSCX) belongs to the Small 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 STSCX. 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 STSCX
STSCX charges 0.98% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among STSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | STSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | STSCX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | STSCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | STSCX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | STSCX vs TISBX |
Best Risk-Adjusted Alternatives to STSCX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | STSCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | STSCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | STSCX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | STSCX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | STSCX vs PRSVX |
Top Performing STSCX Alternatives (YTD)
STSCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | STSCX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | STSCX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | STSCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | STSCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | STSCX vs RIVSX |
Lowest Volatility Alternatives to STSCX
STSCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | STSCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | STSCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | STSCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | STSCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | STSCX vs CSMDX |
Lowest Drawdown Alternatives to STSCX
STSCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | STSCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | STSCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | STSCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | STSCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | STSCX vs BOSOX |
Other Mutual Funds from Sterling Capital
Most popular Sterling Capital mutual funds on PortfoliosLab, across asset classes.
Often Compared With STSCX
What investors most often compare with STSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | STSCX vs DEVLX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | STSCX vs VSMAX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.83% | Nov 30, 2012 | STSCX vs BUSIX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | STSCX vs TNVIX |
Compare STSCX with Any Fund or Stock
Compare STSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.