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Stratton Mid Cap Value (STRGX) Fund Ranking and Research

Ranking, Research and Recommendation of Stratton Mid Cap Value (STRGX) Fund

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Graph of Stratton Mid Cap Value Fund (STRGX) ManagerFund Manager - Shawn M. Gallagher

Fund Manager Information

Fund Manager Tenure: 8.0 years
Fund Family: Sterling Capital Funds
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of Stratton Mid Cap Value Fund (STRGX) ProfileStratton Mid Cap Value Fund (STRGX) Profile

Fund Profile and Description

Stratton Mid Cap Value Fund seeks long-term growth of capital; current income is secondary consideration. Stratton Mid Cap Value Fund invests primarily in common stocks, including dividend-paying stocks, of well-established U.S. companies that are undervalued. It does not limit investments to companies of any particular size, and may invest in securities of companies with small to large capitalizations.

 

Stratton Mid Cap Value (STRGX) Fund Strength What we like about Stratton Mid Cap Value (STRGX) Fund

Data for Stratton Mid Cap Value Fund (STRGX) as of May 30, 2016

  • Stratton Mid Cap Value Fund (STRGX) management has been with Stratton Mid Cap Value Fund for 8.0 years
  • Stratton Mid Cap Value Fund (STRGX) has good mid-term performance (3-year return 8.56% vs 8.11% Mid-Cap Blend category median performance)
  • Stratton Mid Cap Value Fund (STRGX) ratio of up-years vs down years is greater than 2
  • Asset base in Stratton Mid Cap Value Fund (STRGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Stratton Mid Cap Value Fund (STRGX) has an annual stock turnover rate of 19.28% vs Mid-Cap Blend average of 60.70%. It is good that Stratton Mid Cap Value management does not trade extensively for its return.
  • Stratton Mid Cap Value Fund (STRGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.54, lower than category average of 12.56
  • Stratton Mid Cap Value Fund (STRGX) has a lower expense ratio than its Mid-Cap Blend average: 1.04% vs 1.15%
  • Stratton Mid Cap Value Fund (STRGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Stratton Mid Cap Value Fund (STRGX) Weakness What we are cautious about Stratton Mid Cap Value (STRGX) Fund

Data for Stratton Mid Cap Value Fund (STRGX) as of May 30, 2016

  • Stratton Mid Cap Value Fund (STRGX) has a less-than-ideal short-term performance (1-year return -5.35% vs -4.08% Mid-Cap Blend category median performance)
  • Stratton Mid Cap Value Fund (STRGX) has a less-than-ideal Long-term performance (5-year return 7.81% vs 8.53% Mid-Cap Blend category median performance)
  • Stratton Mid Cap Value Fund (STRGX) has a Morningstar rating of 3 and below
See Stratton Mid Cap Value Fund (STRGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Stratton Mid Cap Value Fund (STRGX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Stratton Mid Cap Value2.36-5.358.567.81
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Stratton Mid Cap Value Fund (STRGX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Stratton Mid Cap Value Fund (STRGX) Net Asset TrackingStratton Mid Cap Value (STRGX) Fund Net Asset

Track net asset change of Stratton Mid Cap Value fund (STRGX)

DateNet Asset
05/2016$63.39M
03/2016$62.14M
02/2016$58.55M
More historic net asset information on Stratton Mid Cap Value Fund (STRGX)

  

Graph of Stratton Mid Cap Value Fund (STRGX) Portfolio TrackingStratton Mid Cap Value (STRGX) Fund Portfolio Allocation

Track portfolio allocation change of Stratton Mid Cap Value fund (STRGX)

DateCashStockBondOther
04/20163%97%0%0%
02/20164.46%95.54%0%0%
01/20164.46%95.54%0%0%
Click here to see more historic asset allocation information on Stratton Mid Cap Value Fund (STRGX)

 

graph of Stratton Mid Cap Value Fund (STRGX) Top 10 Position TrackingTop 10 Holdings in Stratton Mid Cap Value (STRGX) Fund

Discover what Stratton Mid Cap Value Fund (STRGX) manager is buying

Apr 29, 2016
Mohawk Industries, Inc. Common [3.43%]
Avery Dennison Corporation Comm [3.02%]
Caseys General Stores, Inc. [2.96%]
Activision Blizzard, Inc [2.82%]
Southwest Gas Corporation Commo [2.8%]
Macerich Company (The) Common S [2.62%]
PTC Inc. [2.57%]
Highwoods Properties, Inc. Comm [2.49%]
Zimmer Biomet Holdings, Inc. Co [2.42%]
FIRST REPUBLIC BANK Common Stoc [2.25%]

Feb 28, 2016
Mohawk Industries, Inc. Common [3.38%]
Fiserv, Inc. [3.2%]
Caseys General Stores, Inc. [2.94%]
ICON plc [2.89%]
Macerich Company (The) Common S [2.88%]
Avery Dennison Corporation Comm [2.86%]
Southwest Gas Corporation Commo [2.77%]
Becton, Dickinson and Company C [2.75%]
Activision Blizzard, Inc [2.73%]
Highwoods Properties, Inc. Comm [2.45%]

Jan 30, 2016
Caseys General Stores, Inc. [3.83%]
Southwest Gas Corporation Commo [3.59%]
Fiserv, Inc. [3.14%]
Mohawk Industries, Inc. Common [3.11%]
Activision Blizzard, Inc [2.98%]
Avery Dennison Corporation Comm [2.95%]
American Financial Group, Inc. [2.94%]
Macerich Company (The) Common S [2.82%]
Becton, Dickinson and Company C [2.69%]
ICON plc [2.67%]
Click here for Stock Holding Change Map in Stratton Mid Cap Value Fund (STRGX)

  

Latest News on Stratton Mid Cap Value (STRGX) Fund

See what is happening with Stratton Mid Cap Value Fund (STRGX)

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Stratton Mid Cap Value Fund (STRGX) Related ResourcesSee more information on Stratton Mid Cap Value (STRGX) Fund

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