Sterling Capital
ETFs
Sterling Capital Fixed Income ETFs
Managing risk is managing returns. Discover Sterling Capital's actively-managed fixed income ETFs.
SCMC
Multi-Strategy Income ETF
Introducing the Sterling Capital Multi-Strategy Income ETF (ticker SCMC). Fixed Income markets change, does your portfolio?
The Fund is distributed by Sterling Capital Distributors LLC.
SCNM
National Municipal Bond ETF
Introducing the Sterling Capital National Municipal Bond ETF (ticker SCNM). An active approach to Muni Bonds.
The Fund is distributed by Sterling Capital Distributors LLC.
SCEP
Hedged Equity Premium Income ETF
Seeks to generate premium income using AI capabilities.
The Fund is distributed by Sterling Capital Distributors LLC.
BATS: SCEC
Managing Risk = A Driver for Competitive Returns in Bonds
We are proud to announce the launch of our Sterling Capital Enhanced Core Bond ETF. At Sterling Capital, we believe that managing risk is a key driver of generating attractive long-term returns in bonds.
Distributed by Northern Lights Distributors, LLC.
Economic Updates
Municipal Bonds: Tax Free, with Exceptions
Founding Father Benjamin Franklin famously remarked: “In this world, nothing is certain except death and taxes.” While death remains an absolute force, taxes, though difficult to escape, can be reduced.
Sterling Capital
Insights & Research
Your centralized source for timely insights, opinions, research and education.
Mutual Funds
Total Return Bond Fund (BIBTX)
4 Star Morningstar Rating
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 414 Morningstar Intermediate-Term Bond funds as of 11.30.2025.
Sterling Capital
Investments
Mutual Funds
Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.
ETFs
Through our Sterling Capital Active ETFs, we strive to help clients achieve their goals by providing actively-managed portfolios focused on long-term capital appreciation with an emphasis on risk management.
Family Office & Foundations
Personalized wealth management to manage complex portfolios, and preserve financial legacy for generations.
12.11.2025 • Charles Wittmann, CFA®
- This year has been witnessed the biggest run for momentum stocks in the past seventy years. - Within momentum stocks this year what has been working? We discuss these dynamics. - This unique environment has offered opportunities to find value in companies with high returns on equity, stable earnings growth and low debt levels.
12.09.2025
Gregory Zage, CFA®, Justin Nicholson
The Sterling Capital VAULT: Passive Investing is NOT Static Investing
Gregory Zage and Justin Nicholson discuss the risks of passive investing.
12.09.2025 • James Kerin, CFA®
The Sterling Capital VAULT: Return of the Term Premium
James Kerin's update on term premium in 2025.
11.14.2025
Viewpoint: Recent developments under the market’s hood (a break in the trend)
With that said, despite increasing signs of panic in the financial press as equity screens flash red, there are several things worth highlighting about this current bout of market volatility that do not yet suggest a mass exodus from stocks, including some that are welcome developments for those more active investors.
11.11.2025 • Charles Wittmann, CFA®
- We discuss a few examples of investments that experienced a period of relatively flat absolute performance despite creating value over a longer period of time. - We discuss what contributed to these periods and how these investments unlocked future price appreciation. - There are similar examples in the current market where we are seeking to identify opportunities.
10.30.2025 • Andrew Richman, CTFA
Fed Cuts Rates Again, But Additional Cuts Are Not Guaranteed
Andy Richman's update following the October Federal Open Market Committee meeting.
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