SCEPSTERLING CAPITAL EQUITY PREMIUM INCOME ETF
Seeks long-term capital growth, income, and preservation of capital.
By Sterling Capital Funds · Launched 2025
Annual Cost
0.65%
#3,547 of 6,040 · average
Fund Size
$240M
#2,302 of 6,040 · mid-size
Return (1Y)
N/A
Track Record
9 months
#4,971 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,419+4.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 40.8% of fundmoderately concentrated
Apple Inc.
5.7%
NVIDIA Corp.
5.6%
Broadcom Inc
5.2%
Alphabet Inc.
5.1%
Amazon.com, Inc.
4.4%
Microsoft Corp.
3.7%
JPMorgan Chase & Co.
3.4%
Costco Wholesale Corporation
2.7%
Parker-Hannifin Corp.
2.6%
Meta Platforms Inc
2.4%
Asset allocation
Stocks
99.3%
Cash
0.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-7.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital growth, income, and preservation of capital.
- Strategy
- Actively managed ETF investing primarily in U.S. large- and mid-cap equity and equity-related securities. Employs a dynamic option overlay strategy with covered calls and protective puts to generate income and mitigate downside risk.
- Inception date
- December 10, 2025
- Fund family
- Sterling Capital Funds
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18