SCMCSTERLING CAPITAL MULTI-STRATEGY INCOME ETF
Seeks a competitive total return and current income.
By Sterling Capital Funds · Launched 2025
Annual Cost
0.55%
#2,914 of 5,854 · average
Fund Size
$201M
#2,346 of 5,854 · mid-size
Dividend YieldGoal
—
Track Record
8 months
#4,972 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,188+1.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 13.5% of fund✓ well diversified
Federal Home Loan Mortgage Corp.
1.7%
United States Treasury Bills
1.6%
Federal National Mortgage Association
1.5%
Government National Mortgage Association
1.4%
Fnma Pass-Thru I
1.3%
Federal National Mortgage Association
1.3%
Vantage Data Centers Issuer
1.2%
Palmer Square Clo 2020-2 Ltd / Palmer Square Clo 2020-3 Llc
1.2%
CD 2017 Cd3 Mortgage Trust
1.2%
Retained Vantage Data Centers Issuer LLC / Vantage Data Centers Cda Qc4 Ltd.
1.1%
Asset allocation
Bonds
92.9%
Preferred
5.3%
Cash
1.8%
Stocks
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-1.9%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
6.1 years
Avg maturity
10.1 years
Credit ratings
US Government
4.7%
AAA
15.3%
AA
17.9%
A
13.2%
BBB
6.8%
BB
31.3%
B
12.6%
Other
3.0%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks a competitive total return and current income.
- Strategy
- Actively manages a flexible investment approach across various asset classes, investing primarily in bonds and other debt obligations to achieve total return and current income. Considers opportunities in both U.S. and non-U.S. markets.
- Inception date
- December 10, 2025
- Fund family
- Sterling Capital Funds
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Data updated on 2026-08-04