- What are the top holdings of SCEP?
- A machine-readable holdings disclosure for Sterling Capital Hedged Equity Premium Income ETF (SCEP) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does SCEP invest in?
- Sterling Capital Hedged Equity Premium Income ETF (SCEP) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SCEP most exposed to?
- SCEP's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SCEP a US-only fund?
- The country allocation card on this page shows SCEP's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SCEP invest in?
- SCEP actively manages a portfolio of US large- and mid-cap equities with an options overlay strategy. The fund employs a system-driven, bottom-up research approach in evaluating investments. It uses quantitative measures and valuation, such as AI-driven predictions of volatility, earnings and dividend growth, as well as traditional factors (earnings growth, momentum, relative price strength, value, size, quality). Stock selection focuses on companies with strong capital growth prospects and may emphasize sustainable dividend yield and quality, with consideration to ESG factors. To generate income and mitigate risk, SCEP uses an option overlay strategy, writing out-of-the-money call options on up to 100% of the portfolio. For downside risk mitigation and capital preservation, it applies protective put option strategies.
