 The
Sterling Capital Focus Equity ETF is an actively managed fund that
seeks long-term capital appreciation by investing in a portfolio of US
equities. The fund invests in companies of all sizes and across
various sectors, and the portfolio is constructed based on the fund
manager's analysis of fundamental and quantitative factors.
As
of the most recent report, the fund had total assets under management
of approximately $33 million and an expense ratio of 0.59%. The fund's
top holdings included companies such as Apple, Microsoft, Amazon,
Facebook, and Alphabet, among others. The fund has a relatively
concentrated portfolio, with its top 10 holdings representing
approximately 42% of the total portfolio.
In terms of
performance, the Sterling Capital Focus Equity ETF has performed well
in recent years. As of the end of 2021, the fund had a year-to-date
return of approximately 30.8%, a one-year return of approximately
31.2%, and a three-year average annual return of approximately 22.6%.
Overall, the Sterling Capital Focus Equity ETF offers investors
exposure to a diversified portfolio of US equities with a focus on
long-term capital appreciation. However, investors should be aware of
the risks associated with investing in equities, which include market
volatility and the possibility of losing money. Additionally, the
fund's active management strategy may result in higher fees compared
to passive index funds.
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