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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 SBIAX Behavioral International Equity Fund A 5.45% $133.33MM 3.38% 3.38% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 10.18% $133.33MM 2.84% 2.84% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 12.11% $133.33MM 3.83% 3.83% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 11.99% $133.33MM 3.89% 3.83% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 13.34% $34.47MM 1.46% 1.46% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 18.59% $34.47MM 0.83% 0.83% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 20.52% $34.47MM 1.79% 1.79% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 20.58% $34.47MM 1.86% 1.79% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 4.26% $100.01MM 1.21% 1.21% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 9.01% $100.01MM 0.59% 0.59% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 10.86% $100.01MM 1.52% 1.52% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 10.91% $100.01MM 1.58% 1.52% PDF Docs
Equity Funds BAEIX Equity Income Fund A 4.06% $1.83B 1.14% 1.14% PDF Docs
Equity Funds BCEGX Equity Income Fund C 8.80% $1.83B 0.49% 0.49% PDF Docs
Equity Funds BEGIX Equity Income Fund I 10.65% $1.83B 1.46% 1.46% PDF Docs
Equity Funds STREX Equity Income Fund R6 10.70% $1.83B 1.56% 1.46% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 5.63% $41.18MM 0.53% 0.53% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 10.52% $41.18MM -0.18% -0.18% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 12.29% $41.18MM 0.8% 0.8% PDF Docs
Equity Funds OVEAX Mid Value Fund A 2.35% $46.69MM 0.27% 0.27% PDF Docs
Equity Funds OVECX Mid Value Fund C 7.04% $46.69MM -0.41% -0.41% PDF Docs
Equity Funds OVEIX Mid Value Fund I 8.85% $46.69MM 0.53% 0.53% PDF Docs
Equity Funds STRMX Mid Value Fund R6 8.90% $46.69MM 0.61% 0.53% PDF Docs
Equity Funds STMMX Real Estate Fund A 7.07% $67.74MM 2.38% 2.38% PDF Docs
Equity Funds STMOX Real Estate Fund C 11.99% $67.74MM 1.8% 1.8% PDF Docs
Equity Funds STMDX Real Estate Fund I 13.85% $67.74MM 2.77% 2.77% PDF Docs
Equity Funds SCREX Real Estate Fund R6 13.88% $67.74MM 2.85% 2.77% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 8.71% $198.98MM 0.25% 0.25% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 13.70% $198.98MM -0.44% -0.44% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 15.56% $198.98MM 0.5% 0.5% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 15.69% $198.98MM 0.62% 0.5% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 7.15% $420.21MM -0.29% -0.29% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 12.03% $420.21MM -1.03% -1.03% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 13.87% $420.21MM -0.07% -0.07% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 13.99% $420.21MM 0.03% -0.07% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 2.34% $17.71MM 2.58% 2.4% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 2.88% $17.71MM 1.89% 1.71% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 4.65% $17.71MM 2.88% 2.69% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 1.96% $48.81MM 4.73% 4.57% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 2.47% $48.81MM 4.02% 4% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 4.26% $48.81MM 5.08% 4.91% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 4.48% $48.81MM 5.03% 4.95% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -0.99% $125.26MM 2.93% 2.93% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.53% $125.26MM 2.25% 2.25% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 1.22% $125.26MM 3.24% 3.24% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 2.70% $90.00MM 3.19% 3.14% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 3.23% $90.00MM 2.48% 2.44% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 4.95% $90.00MM 3.51% 3.46% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 2.83% $50.07MM 4.67% 4.66% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 3.35% $50.07MM 4.02% 4.01% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 5.13% $50.07MM 5.03% 5.02% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 5.21% $50.07MM 5.09% 5.01% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -0.67% $28.88MM 3.04% 3.04% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.10% $28.88MM 2.34% 2.34% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 1.66% $28.88MM 3.35% 3.35% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 2.56% $1.46B 4.01% 3.95% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 3.16% $1.46B 3.35% 3.29% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 4.94% $1.46B 4.34% 4.28% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 4.92% $1.46B 4.31% 4.28% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 4.38% $36.66MM 4.52% 4.37% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 4.58% $36.66MM 4.8% 4.64% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -1.03% $48.89MM 2.85% 2.85% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.57% $48.89MM 2.17% 2.17% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 1.18% $48.89MM 3.15% 3.15% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -0.37% $57.77MM 3.19% 3.19% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C 0.17% $57.77MM 2.5% 2.5% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 1.90% $57.77MM 3.52% 3.52% PDF Docs

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

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