Skip Navigation

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 -0.11% $132.33MM 2.92% 2.92% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C -0.31% $132.33MM 2.35% 2.35% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I -0.11% $132.33MM 3.34% 3.34% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 -0.11% $132.33MM 3.39% 3.34% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 1.99% $31.16MM 1.38% 1.35% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 1.90% $31.16MM 0.73% 0.7% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 2.01% $31.16MM 1.7% 1.67% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 2.00% $31.16MM 1.77% 1.67% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -2.16% $110.11MM 1.21% 1.21% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C -2.23% $110.11MM 0.54% 0.54% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I -2.14% $110.11MM 1.54% 1.54% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 -2.14% $110.11MM 1.6% 1.54% PDF Docs
Equity Funds BAEIX Equity Income Fund A -0.38% $2.00B 1.34% 1.34% PDF Docs
Equity Funds BCEGX Equity Income Fund C -0.43% $2.00B 0.68% 0.68% PDF Docs
Equity Funds BEGIX Equity Income Fund I -0.34% $2.00B 1.67% 1.67% PDF Docs
Equity Funds STREX Equity Income Fund R6 -0.34% $2.00B 1.77% 1.67% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A -0.07% $44.49MM 0.51% 0.51% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C -0.12% $44.49MM -0.18% -0.18% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I -0.03% $44.49MM 0.78% 0.78% PDF Docs
Equity Funds OVEAX Mid Value Fund A -1.08% $47.76MM 0.46% 0.44% PDF Docs
Equity Funds OVECX Mid Value Fund C -1.14% $47.76MM -0.26% -0.29% PDF Docs
Equity Funds OVEIX Mid Value Fund I -1.04% $47.76MM 0.74% 0.71% PDF Docs
Equity Funds STRMX Mid Value Fund R6 -1.04% $47.76MM 0.82% 0.71% PDF Docs
Equity Funds STMMX Real Estate Fund A -4.42% $74.41MM 2.43% 2.43% PDF Docs
Equity Funds STMOX Real Estate Fund C -4.47% $74.41MM 1.82% 1.82% PDF Docs
Equity Funds STMDX Real Estate Fund I -4.37% $74.41MM 2.84% 2.84% PDF Docs
Equity Funds SCREX Real Estate Fund R6 -4.41% $74.41MM 2.91% 2.84% PDF Docs
Equity Funds STSNX Small Cap Value Fund A -2.08% $291.92MM 0.35% 0.32% PDF Docs
Equity Funds STSOX Small Cap Value Fund C -2.13% $291.92MM -0.37% -0.4% PDF Docs
Equity Funds STSCX Small Cap Value Fund I -2.05% $291.92MM 0.62% 0.59% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 -2.04% $291.92MM 0.72% 0.59% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 1.03% $495.96MM -0.33% -0.33% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 0.92% $495.96MM -1.08% -1.08% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 1.05% $495.96MM -0.1% -0.1% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 1.05% $495.96MM -0.02% -0.11% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 0.06% $16.68MM 3% 2.84% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 0.00% $16.68MM 2.33% 2.16% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 0.20% $16.68MM 3.32% 3.15% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -1.03% $31.13MM 4.59% 4.48% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C -0.96% $31.13MM 3.8% 3.87% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I -0.87% $31.13MM 4.93% 4.82% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 -0.87% $31.13MM 4.85% 4.82% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -0.20% $143.44MM 2.7% 2.7% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.26% $143.44MM 2.01% 2.01% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I -0.18% $143.44MM 3% 3% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 0.15% $85.52MM 3.25% 3.21% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C -0.02% $85.52MM 2.53% 2.49% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 0.06% $85.52MM 3.56% 3.52% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 0.58% $127.28MM 4.33% 4.17% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 0.52% $127.28MM 3.68% 3.51% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 0.48% $127.28MM 4.68% 4.52% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 0.61% $127.28MM 4.58% 4.51% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -0.27% $36.62MM 2.83% 2.81% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.33% $36.62MM 2.15% 2.12% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I -0.16% $36.62MM 3.14% 3.11% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A -0.13% $1.06B 3.82% 3.8% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C -0.08% $1.06B 3.15% 3.13% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 0.00% $1.06B 4.14% 4.12% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 -0.10% $1.06B 4.2% 4.12% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 0.50% $31.10MM 4.55% 4.26% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 0.63% $31.10MM 4.79% 4.5% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -0.36% $66.60MM 2.45% 2.45% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.41% $66.60MM 1.77% 1.77% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I -0.34% $66.60MM 2.75% 2.75% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -0.31% $86.68MM 3.04% 3.04% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -0.36% $86.68MM 2.35% 2.35% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I -0.29% $86.68MM 3.35% 3.35% PDF Docs

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

View a Glossary of Terms.

Scroll Up