Stralem Equity Fund Quote

STRAX Fund  USD 33.25  0.12  0.36%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Stralem Equity is trading at 33.25 as of the 19th of July 2025; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 33.13. Stralem Equity has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies. Sterling Capital is traded on NASDAQ Exchange in the United States. More on Stralem Equity Fund

Moving together with Stralem Mutual Fund

  0.82BAEIX Sterling Capital EquityPairCorr
  0.92BSCIX Sterling Capital SouthPairCorr
  0.84BSCCX Sterling Capital SouthPairCorr
  0.84BASCX Sterling Capital SouthPairCorr
  0.79BSGAX Sterling Capital ShortPairCorr

Stralem Mutual Fund Highlights

Old NameStrax AB
Fund ConcentrationSterling Capital Funds, Large Funds, Large Value Funds, Large Value, Sterling Capital Funds, Large Value, Large Value (View all Sectors)
Update Date30th of June 2025
Stralem Equity Fund [STRAX] is traded in USA and was established 19th of July 2025. Stralem Equity is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Sterling Capital Funds family. This fund at this time has accumulated 312.85 M in assets with no minimum investment requirementsStralem Equity is currently producing year-to-date (YTD) return of 11.25% with the current yeild of 0.02%, while the total return for the last 3 years was 17.4%.
Check Stralem Equity Probability Of Bankruptcy

Instrument Allocation

Top Stralem Equity Fund Mutual Fund Constituents

ORCLOracleStockInformation Technology
HPQHP IncStockInformation Technology
BACBank of AmericaStockFinancials
LLYEli Lilly andStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
GSGoldman Sachs GroupStockFinancials
COPConocoPhillipsStockEnergy
CICigna CorpStockHealth Care
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Stralem Equity Top Holders

ITMCItoco IncPink SheetBiotechnology
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Stralem Equity Risk Profiles

Stralem Equity Against Markets

Other Information on Investing in Stralem Mutual Fund

Stralem Equity financial ratios help investors to determine whether Stralem Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Stralem with respect to the benefits of owning Stralem Equity security.
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