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SCEC

Sterling Capital Enhanced Core Bond ETF·CBOE
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Key Stats
Assets Under Management
501.10MUSD
Fund Flows (1Y)
86.27MUSD
Dividend Yield
3.96%
Discount/Premium to NAV
0.10%
Shares Outstanding
19.80M
Expense Ratio
0.39%
About Sterling Capital Enhanced Core Bond ETF
Issuer
Sterling Capital Management LLC
Brand
Sterling Capital
Inception Date
Mar 14, 2025
Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Ordinary income
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Sterling Capital Management LLC
Distributor
Northern Lights Distributors LLC
It seeks to provide total return through a combination of income and capital appreciation by investing in a diversified portfolio of fixed income securities. The ETF implements an "enhanced core" strategy by allocating assets between investment-grade bonds and high-yield, high-risk bonds to achieve its performance objectives.
Classification
Asset Class
Fixed Income
Category
Broad Market, Broad-based
Focus
Broad Credit
Niche
Broad Maturities
Strategy
Active
Geography
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Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Returns
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
Price Performance
-0.02%-0.33%+0.11%+1.34%+1.34%+1.34%
NAV Total Return
+0.50%+1.02%+0.70%-0.00%-0.00%-0.00%
Ratings

No data is currently available

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Holdings Analysis

Sector

No data is currently available

Asset

No data is currently available

Region

No data is currently available

Investment Style

No data is currently available

Top 10 Holdings

Symbol

Ratio

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T 2 1/2 02/15/45

3.20%
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T 1 3/8 08/15/50

2.55%
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T 4 1/4 08/15/54

2.23%
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FR SD0739

1.81%
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FR SD3354

1.73%
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FHR 5243 B

1.71%
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FN FM8686

1.59%
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FN FS9801

1.52%
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FN FA0642

1.48%
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FR QX0510

1.35%

Top 10 Weight 19.17%

326 Total Holdings

Is SPY better than SCEC?
Dividends

Dividend Payout History

Declaration Date
Record Date
Payment Date
Amount
2026-02-022026-02-022026-02-040.098
2025-12-302025-12-302026-01-020.138
2025-12-012025-12-012025-12-030.092
2025-11-032025-11-032025-11-050.107
2025-10-012025-10-012025-10-030.093
2025-09-022025-09-022025-09-040.093
2025-08-012025-08-012025-08-040.097

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Fund Flows