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Investments

Mutual Funds

Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.

Sterling Capital Funds Investor Portal  

Sterling Capital Funds

Through the Sterling Capital Funds, we manage a diversified family of mutual funds covering equity portfolios, fixed income portfolios and asset allocation strategies.

Sterling Capital experience & expertise

Ability to diversify

Opportunity for reduced costs

Ticker Fund Name Share Class YTD I Shares Performance Fund Net Assets SEC 30-Day w/ Waivers SEC 30-Day w/o Waivers Fact Sheet Fund
Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 4.51% $37.73MM 1.29% 1.29% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 9.46% $37.73MM 0.47% 0.47% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 11.03% $37.73MM 1.62% 1.62% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 11.15% $37.73MM 1.92% 1.69% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -7.82% $91.13MM 1.37% 1.37% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C -3.54% $91.13MM 0.73% 0.73% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I -2.08% $91.13MM 1.69% 1.69% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 -2.07% $91.13MM 1.76% 1.7% PDF Docs
Equity Funds BAEIX Equity Income Fund A -4.18% $1.43B 0.93% 0.93% PDF Docs
Equity Funds BCEGX Equity Income Fund C 0.32% $1.43B 0.26% 0.26% PDF Docs
Equity Funds BEGIX Equity Income Fund I 1.80% $1.43B 1.23% 1.23% PDF Docs
Equity Funds STREX Equity Income Fund R6 1.86% $1.43B 1.35% 1.23% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A -3.68% $32.22MM 0.44% 0.44% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 0.81% $32.22MM -0.26% -0.26% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 2.32% $32.22MM 0.71% 0.71% PDF Docs
Equity Funds SCMCX Mid Cap Relative Value Fund R6 1.34% $32.22MM 0.83% 0.71% PDF Docs
Equity Funds STMMX Real Estate Fund A -3.95% $69.95MM 2.6% 2.6% PDF Docs
Equity Funds STMOX Real Estate Fund C 0.53% $69.95MM 1.99% 1.99% PDF Docs
Equity Funds STMDX Real Estate Fund I 2.03% $69.95MM 3.01% 3.01% PDF Docs
Equity Funds SCREX Real Estate Fund R6 2.10% $69.95MM 3.1% 2.99% PDF Docs
Equity Funds STSNX Small Cap Value Fund A -5.15% $156.56MM 0.39% 0.39% PDF Docs
Equity Funds STSOX Small Cap Value Fund C -0.75% $156.56MM -0.32% -0.32% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 0.74% $156.56MM 0.65% 0.65% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 0.79% $156.56MM 0.78% 0.66% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A -3.28% $372.73MM -0.28% -0.28% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 1.20% $372.73MM -1.01% -1.01% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 2.78% $372.73MM -0.06% -0.06% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 2.81% $372.73MM 0.05% -0.06% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 1.76% $18.89MM 3.04% 2.82% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 2.51% $18.89MM 2.36% 2.14% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 4.14% $18.89MM 3.35% 3.13% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 0.93% $46.68MM 4.96% 4.88% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 1.62% $46.68MM 4.23% 4.16% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 3.13% $46.68MM 5.31% 5.24% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 3.17% $46.68MM 5.38% 5.23% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -1.26% $123.24MM 2.63% 2.63% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.66% $123.24MM 1.94% 1.94% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 0.83% $123.24MM 2.93% 2.93% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 1.85% $151.52MM 3.61% 3.47% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 2.57% $151.52MM 2.95% 2.81% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 4.16% $151.52MM 3.93% 3.79% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 0.81% $42.25MM 3.79% 3.79% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 1.48% $42.25MM 3.12% 3.12% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 2.99% $42.25MM 4.12% 4.12% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 3.17% $42.25MM 4.22% 4.12% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -1.49% $22.29MM 2.74% 2.74% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.87% $22.29MM 2.05% 2.05% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 0.61% $22.29MM 3.04% 3.04% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 1.41% $1.47B 3.92% 3.88% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 2.23% $1.47B 3.26% 3.21% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 3.74% $1.47B 4.25% 4.21% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 3.79% $1.47B 4.35% 4.21% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 2.33% $27.70MM 3.97% 3.83% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 2.46% $27.70MM 4.22% 4.08% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -1.54% $42.25MM 2.52% 2.52% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.83% $42.25MM 1.86% 1.86% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 0.55% $42.25MM 2.82% 2.82% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -1.33% $51.15MM 3.03% 3.03% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -0.64% $51.15MM 2.41% 2.41% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 0.79% $51.15MM 3.35% 3.35% PDF Docs

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