Sterling Capital
ETFs
Sterling Capital Fixed Income ETFs
Managing risk is managing returns. Discover Sterling Capital's actively-managed fixed income ETFs.
SCEP
Hedged Equity Premium Income ETF
Seeks to generate premium income using AI capabilities.
The Fund is distributed by Sterling Capital Distributors LLC.
Mutual Funds
Small Cap Value Fund (STSCX)
Morningstar Rating™
Based on risk-adjusted returns. Based on risk-adjusted STSCX returns among 580 funds as of 03.31.2026.
Mutual Funds
Total Return Bond Fund (BIBTX)
4 Star Morningstar Rating
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 03.31.2026.
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 07.31.2026.
Sterling Capital
Insights & Research
Your centralized source for timely insights, opinions, research and education.
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.
Fixed Income
We strive to deliver consistent, superior risk-adjusted performance through a multi-faceted approach to investing.
10.29.2026 • Gregory Zage, CFA®
The Sterling Capital VAULT: An Update on FOMC Dissenting Votes: Warsh Edition
The Fixed Income team's update on an Update on FOMC Dissenting Votes - Warsh Edition
10.23.2026 • Peter Brown, CFA®
The Sterling Capital VAULT: The 2026 U.S. Midterm Elections & Fixed Income Market
The Fixed Income team's update on the 2026 U.S. midterm elections and fixed income market.
10.13.2026 • Charles Wittmann, CFA®
The late 1970s was the last time U.S. 10- and 30-year Treasury yields rose meaningfully at the same time. Then, as now, rising oil prices and inflation worries pushed rates higher. We looked back at that period for lessons for which kinds of dividend stocks and sectors differentiated themselves. We make observations regarding dividend yield dynamics and impact on sector performance.
10.07.2026
Gregory Zage, CFA®, Dusten Pulido, CFA®
The Sterling Capital VAULT: Banking on NIM - Why Steeper Isn’t Always Better
The Fixed Income team's update on Banking on NIM and why steeper isn’t always better.
09.11.2026 • Charles Wittmann, CFA®
The Lead - When Cheap May Be Risky
Are we value investors? Yes, but value is but one of our four investment pillars. Stocks that are cheap on valuation can be risk masquerading as a cheapness signal. We discuss how our four pillar investment process helps to reduce risk when vetting investment opportunities.
09.01.2026
This paper is intended to provide a general framework for evaluating options-based income strategies. It is educational in nature and is not intended to suggest that any particular options strategy, fund structure, or implementation method is appropriate or superior in all circumstances.
