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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

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 SBIAX Behavioral International Equity Fund A 4.96% $128.28MM 3.96% 3.96% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 4.57% $128.28MM 3.42% 3.42% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 4.96% $128.28MM 4.46% 4.46% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 4.96% $128.28MM 4.52% 4.46% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A -4.36% $30.07MM 1.47% 1.34% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C -4.70% $30.07MM 0.8% 0.67% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I -4.27% $30.07MM 1.81% 1.68% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 -4.26% $30.07MM 1.88% 1.68% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -5.22% $136.36MM 1.23% 1.23% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C -5.49% $136.36MM 0.56% 0.56% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I -5.12% $136.36MM 1.56% 1.56% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 -5.10% $136.36MM 1.61% 1.56% PDF Docs
Equity Funds BAEIX Equity Income Fund A -3.06% $2.06B 1.45% 1.45% PDF Docs
Equity Funds BCEGX Equity Income Fund C -3.34% $2.06B 0.79% 0.79% PDF Docs
Equity Funds BEGIX Equity Income Fund I -2.96% $2.06B 1.8% 1.8% PDF Docs
Equity Funds STREX Equity Income Fund R6 -2.90% $2.06B 1.9% 1.8% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A -3.10% $43.37MM 0.61% 0.61% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C -3.35% $43.37MM -0.17% -0.17% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I -3.02% $43.37MM 0.89% 0.89% PDF Docs
Equity Funds OVEAX Mid Value Fund A -3.24% $46.67MM 0.56% 0.53% PDF Docs
Equity Funds OVECX Mid Value Fund C -3.57% $46.67MM -0.17% -0.2% PDF Docs
Equity Funds OVEIX Mid Value Fund I -3.14% $46.67MM 0.84% 0.81% PDF Docs
Equity Funds STRMX Mid Value Fund R6 -3.13% $46.67MM 0.92% 0.81% PDF Docs
Equity Funds STMMX Real Estate Fund A 0.24% $74.43MM 2.5% 2.5% PDF Docs
Equity Funds STMOX Real Estate Fund C -0.08% $74.43MM 1.9% 1.9% PDF Docs
Equity Funds STMDX Real Estate Fund I 0.33% $74.43MM 2.9% 2.9% PDF Docs
Equity Funds SCREX Real Estate Fund R6 0.36% $74.43MM 2.97% 2.9% PDF Docs
Equity Funds STSNX Small Cap Value Fund A -1.25% $305.06MM 0.46% 0.43% PDF Docs
Equity Funds STSOX Small Cap Value Fund C -1.55% $305.06MM -0.25% -0.28% PDF Docs
Equity Funds STSCX Small Cap Value Fund I -1.14% $305.06MM 0.74% 0.71% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 -1.12% $305.06MM 0.84% 0.71% PDF Docs
Equity Funds SMDPX SMID Opportunities Fund A -6.04% $6.42MM 0.23% -0.16% PDF Docs
Equity Funds SMDQX SMID Opportunities Fund C -6.36% $6.42MM -0.52% -0.93% PDF Docs
Equity Funds SMDOX SMID Opportunities Fund I -5.94% $6.42MM 0.5% 0.08% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 7.25% $478.79MM -0.22% -0.22% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 6.98% $478.79MM -0.95% -0.95% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 7.41% $478.79MM 0% 0% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 7.42% $478.79MM 0.09% 0% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 1.82% $17.72MM 2.75% 2.57% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 1.63% $17.72MM 2.08% 1.87% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 2.05% $17.72MM 3.06% 2.87% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 2.85% $26.68MM 4.73% 4.5% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 2.53% $26.68MM 4.04% 3.85% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 2.96% $26.68MM 5.08% 4.85% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 2.99% $26.68MM 4.96% 4.83% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A 0.12% $141.41MM 2.58% 2.58% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.09% $141.41MM 1.89% 1.89% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 0.22% $141.41MM 2.89% 2.89% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 2.03% $84.43MM 2.84% 2.8% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 1.74% $84.43MM 2.12% 2.08% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 2.14% $84.43MM 3.14% 3.1% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 1.60% $136.36MM 4.09% 4.05% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 1.41% $136.36MM 3.42% 3.37% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 1.83% $136.36MM 4.43% 4.38% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 1.74% $136.36MM 4.42% 4.38% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A 0.31% $36.67MM 2.8% 2.77% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C 0.10% $36.67MM 2.1% 2.07% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 0.41% $36.67MM 3.1% 3.07% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 2.57% $1.03B 3.63% 3.57% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 2.25% $1.03B 2.94% 2.89% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 2.68% $1.03B 3.95% 3.9% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 2.72% $1.03B 3.94% 3.9% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 2.00% $38.84MM 3.59% 3.26% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 2.21% $38.84MM 3.82% 3.49% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A 0.18% $75.59MM 2.4% 2.4% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.21% $75.59MM 1.69% 1.69% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 0.29% $75.59MM 2.7% 2.7% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A 0.78% $77.73MM 3.1% 3.1% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C 0.61% $77.73MM 2.37% 2.37% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 0.88% $77.73MM 3.41% 3.41% PDF Docs

All investing involves risk, including the possible loss of principal.

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