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Equity Funds Summary
Prospectus 		Statutory
Prospectus 		SAI Shareholder
Reports 		Other
Behavioral International Equity Fund

A Shares: SBIAX
C Shares: SBIDX
Inst'l Shares: SBIIX
R6 Shares: STRCX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Behavioral Large Cap Value Equity Fund

A Shares: BBTGX
C Shares: BCVCX
Inst'l Shares: BBISX
R6 Shares: STRAX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Behavioral Small Cap Value Equity Fund

A Shares: SPSAX
C Shares: SPSDX
Inst'l Shares: SPSCX
R Shares: SPSRX
R6 Shares: STRBX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R Shares
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Equity Income Fund

A Shares: BAEIX
C Shares: BCEGX
Inst'l Shares: BEGIX
R Shares: BAERX
R6 Shares: STREX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R Shares
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Mid Value Fund

A Shares: OVEAX
C Shares: OVECX
Inst'l Shares: OVEIX
R Shares: OVERX
R6 Shares: STRMX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R Shares
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

SMID Opportunities Fund

A Shares: SMDPX
C Shares: SMDQX
Inst'l Shares: SMDOX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Special Opportunities Fund

A Shares: BOPAX
C Shares: BOPCX
Inst'l Shares: BOPIX
R Shares: BOPRX
R6 Shares: STRSX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R Shares
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Stratton Mid Cap Value Fund

A Shares: STRLX
C Shares: STRNX
Inst'l Shares: STRGX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Stratton Real Estate Fund

A Shares: STMMX
C Shares: STMOX
Inst'l Shares: STMDX
R6 Shares: SCREX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Stratton Small Cap Value Fund

A Shares: STSNX
C Shares: STSOX
Inst'l Shares: STSCX
R6 Shares: SCSIX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Fixed Income Funds Summary
Prospectus 		Statutory
Prospectus 		SAI Shareholder
Reports 		Other
Corporate Fund

A Shares: SCCMX
C Shares: SCCNX
Inst'l Shares: SCCPX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Intermediate U.S. Government Fund

A Shares: BGVAX
C Shares: BIUCX
Inst'l Shares: BBGVX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

North Carolina Intermediate Tax-Free Fund

A Shares: BNCAX
C Shares: BBNCX
Inst'l Shares: BBNTX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Quality Income Fund

A Shares: SCSSX
C Shares: SCSTX
Inst'l Shares: SCSPX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Short Duration Bond Fund

A Shares: BSGAX
C Shares: BBSCX
Inst'l Shares: BBSGX
R6 Shares: SHTRX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

South Carolina Intermediate Tax-Free Fund

A Shares: BASCX
C Shares: BSCCX
Inst'l Shares: BSCIX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Total Return Bond Fund

A Shares: BICAX
C Shares: BICCX
Inst'l Shares: BIBTX
R Shares: BICRX
R6 Shares: STRDX

Retail
(02.01.2021)

Institutional
(02.01.2021)

R Shares
(02.01.2021)

R6 Shares
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Ultra Short Bond Fund

A Shares: BUSRX
Inst'l Shares: BUSIX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

Virginia Intermediate Tax-Free Fund

A Shares: BVAAX
C Shares: BVACX
Inst'l Shares: BVATX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

West Virginia Intermediate Tax-Free Fund

A Shares: BWVAX
C Shares: BWVCX
Inst'l Shares: OWVAX

Retail
(02.01.2021)

Institutional
(02.01.2021)

Retail
(02.01.2021)

Institutional/Retirement
(02.01.2021)

SAI
(02.01.2021)

Annual Report
(09.30.2020)

Semi-Annual Report
(03.31.2020)

Fund Facts
(02.01.2021)

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Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Branch Banking and Trust Company now Truist Bank or any affiliate, are not guaranteed by Branch Banking and Trust Company now Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.

STERLING CAPITAL FUNDS ARE:

Not a deposit - Not FDIC insured - Not guaranteed by the bank - Not insured by any government agency - May lose value

An investor should consider a fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the Sterling Capital Funds can be found in the Funds' prospectus. To obtain a prospectus, please call 1 (888) 228-1872 or click here. Please read the prospectus carefully before investing.

Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation, serves as investment adviser to the Sterling Capital Funds and is paid a fee for its services as described in the prospectus. Shares of the Sterling Capital Funds are not deposits or obligations of, or guaranteed or endorsed by, Branch Banking and Trust Company now Truist Bank or its affiliates. The Funds are not insured by the FDIC or any other government agency. The Funds are distributed by Sterling Capital Distributors LLC, which is not affiliated with Branch Banking and Trust Company now Truist Bank or its affiliates.

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