About SHTRX
Sterling Capital Short Duration Bond Fund R6 is an actively managed mutual fund focused on high-quality, short-maturity fixed income securities. Its primary objective is to provide income and capital preservation by maintaining an average portfolio duration between one and three years, which aims to temper interest rate sensitivity relative to intermediate- or long-duration bond funds. The strategy invests at least 80% of net assets in bonds under normal conditions, employing a multi-faceted process that blends top-down macro views with bottom-up security selection and emphasizes rigorous risk management and measurable exposures. The portfolio spans sectors such as corporate credit, asset-backed securities, commercial mortgage-backed securities, collateralized loan obligations, Treasuries, and agency mortgage-backed securities, with most exposure concentrated in the one- to three-year duration range. The R6 share class is designed for institutional platforms and features lower net expenses supported by a contractual fee waiver through January 31, 2026. Within the short-duration segment, the fund serves investors seeking steady income streams, reduced volatility, and a conservative anchor within broader fixed income allocations.
Fund Family Sterling Capital Funds
Category Short-Term Bond
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SHTRX
Share Class R6 Shares
Index ICE BofA 1-3 Year Gov/Corporate TR
SHTRX had a total return of 5.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.63%.
