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 a closer substitute for your current allocation.
Cheapest Alternatives to STSCX
STSCX charges 0.98% annually. There are 89 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | STSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | STSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | STSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | STSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | STSCX vs VSMAX |
Best Risk-Adjusted Alternatives to STSCX
STSCX has a PortfoliosLab risk / return rank of 84. There are 12 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | STSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | STSCX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | STSCX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | STSCX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | STSCX vs RYOTX |
Top Performing STSCX Alternatives (YTD)
STSCX is at 23.16% YTD. There are 31 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | STSCX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | STSCX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | STSCX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | STSCX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | STSCX vs HASCX |
Lowest Volatility Alternatives to STSCX
STSCX has 15.70% 1-year volatility. There are 9 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | STSCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | STSCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | STSCX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | STSCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | STSCX vs BOSOX |
Lowest Drawdown Alternatives to STSCX
STSCX has a 1-year max drawdown of -9.33%. There are 46 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | STSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | STSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | STSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | STSCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | STSCX vs SSCDX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX 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 | STSCX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 58 | 21.19% | — | Sep 1972 | STSCX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 18 | 0.00% | — | Dec 1999 | STSCX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 24 | 0.20% | — | Jun 2011 | STSCX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 10 | 0.53% | — | Jun 2011 | STSCX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 30 | 8.20% | — | Jun 2003 | STSCX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | STSCX vs BUSIX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 14 | 12.32% | — | May 1980 | STSCX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.62% | — | Oct 1992 | STSCX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 93 | 18.21% | — | Oct 1992 | STSCX vs BBISX |
Often Compared With STSCX
Investors most often compare STSCX with DEVLX, BBSGX, SPSCX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare STSCX with Any Fund or Stock
Compare STSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STSCX with funds that move differently
Sterling Capital Stratton Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STSCX.
Explore STSCX Diversifiers