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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 -2.48% $36.67MM 1.42% 1.42% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 2.29% $36.67MM 0.76% 0.76% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 3.57% $36.67MM 1.76% 1.76% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 3.59% $36.67MM 1.78% 1.94% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -12.31% $108.08MM 1.84% 1.84% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C -8.09% $108.08MM 1.2% 1.2% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I -6.89% $108.08MM 2.2% 2.2% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 -6.92% $108.08MM 2.26% 2.2% PDF Docs
Equity Funds BAEIX Equity Income Fund A -4.67% $1.57B 1.15% 1.15% PDF Docs
Equity Funds BCEGX Equity Income Fund C 0.00% $1.57B 0.48% 0.48% PDF Docs
Equity Funds BEGIX Equity Income Fund I 1.23% $1.57B 1.47% 1.47% PDF Docs
Equity Funds STREX Equity Income Fund R6 1.21% $1.57B 1.52% 1.36% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A -8.77% $37.78MM 0.44% 0.44% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C -4.35% $37.78MM -0.23% -0.23% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I -3.15% $37.78MM 0.72% 0.72% PDF Docs
Equity Funds OVEAX Mid Value Fund A -6.28% $44.46MM 0.06% -0.26% PDF Docs
Equity Funds OVECX Mid Value Fund C -1.74% $44.46MM -0.67% -1.01% PDF Docs
Equity Funds OVEIX Mid Value Fund I -0.50% $44.46MM 0.43% 0.12% PDF Docs
Equity Funds STRMX Mid Value Fund R6 -0.47% $44.46MM 0.29% -0.21% PDF Docs
Equity Funds STMMX Real Estate Fund A -3.14% $69.93MM 2.31% 2.31% PDF Docs
Equity Funds STMOX Real Estate Fund C 1.56% $69.93MM 1.89% 1.89% PDF Docs
Equity Funds STMDX Real Estate Fund I 2.79% $69.93MM 2.89% 2.89% PDF Docs
Equity Funds SCREX Real Estate Fund R6 2.83% $69.93MM 2.94% 2.8% PDF Docs
Equity Funds STSNX Small Cap Value Fund A -11.21% $178.79MM 0.39% 0.39% PDF Docs
Equity Funds STSOX Small Cap Value Fund C -6.92% $178.79MM -0.3% -0.3% PDF Docs
Equity Funds STSCX Small Cap Value Fund I -5.74% $178.79MM 0.66% 0.66% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 -5.71% $178.79MM 0.7% 0.53% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A -13.59% $431.32MM -0.33% -0.33% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C -9.39% $431.32MM -1.11% -1.11% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I -8.26% $431.32MM -0.09% -0.09% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 -8.22% $431.32MM -0.04% -0.19% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 0.47% $17.76MM 2.61% 2.43% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 1.51% $17.76MM 1.92% 1.73% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 2.75% $17.76MM 2.91% 2.72% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -0.13% $45.57MM 5% 4.91% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 0.74% $45.57MM 4.33% 4.25% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 2.14% $45.57MM 5.35% 5.26% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 2.01% $45.57MM 5.43% 5.26% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -2.06% $125.25MM 2.56% 2.56% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -1.28% $125.25MM 1.86% 1.86% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I -0.04% $125.25MM 2.86% 2.86% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 0.61% $150.50MM 3.57% 3.52% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 1.60% $150.50MM 6.07% 6.02% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 2.82% $150.50MM 3.89% 3.84% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A -0.54% $43.36MM 3.95% 3.95% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 0.30% $43.36MM 3.27% 3.27% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 1.55% $43.36MM 4.28% 4.28% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 1.58% $43.36MM 4.36% 4.25% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -2.01% $25.59MM 2.7% 2.7% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -1.21% $25.59MM 2% 2% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 0.02% $25.59MM 3% 3% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 0.34% $1.43B 3.94% 3.89% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 1.33% $1.43B 3.27% 3.22% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 2.58% $1.43B 4.27% 4.22% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 2.61% $1.43B 4.37% 4.22% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 1.11% $27.77MM 3.79% 3.64% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 1.18% $27.77MM 4.04% 3.89% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -2.11% $44.41MM 2.46% 2.46% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -1.32% $44.41MM 1.81% 1.81% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I -0.19% $44.41MM 2.76% 2.76% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -1.87% $52.24MM 2.84% 2.84% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -1.04% $52.24MM 2.31% 2.31% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 0.28% $52.24MM 3.15% 3.15% PDF Docs

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