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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
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Equity Funds SBIAX Behavioral International Equity Fund A 13.08% $132.33MM 2.78% 2.78% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 12.52% $132.33MM 2.21% 2.21% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 13.08% $132.33MM 3.2% 3.2% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 13.20% $132.33MM 3.25% 3.2% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 5.57% $31.16MM 1.46% 1.34% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 5.02% $31.16MM 0.81% 0.69% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 5.74% $31.16MM 1.8% 1.67% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 5.76% $31.16MM 1.87% 1.67% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 6.94% $110.11MM 1.07% 1.07% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 6.48% $110.11MM 0.39% 0.39% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 7.11% $110.11MM 1.38% 1.38% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 7.20% $110.11MM 1.44% 1.38% PDF Docs
Equity Funds BAEIX Equity Income Fund A 3.29% $2.00B 1.35% 1.35% PDF Docs
Equity Funds BCEGX Equity Income Fund C 2.75% $2.00B 0.68% 0.68% PDF Docs
Equity Funds BEGIX Equity Income Fund I 3.44% $2.00B 1.68% 1.68% PDF Docs
Equity Funds STREX Equity Income Fund R6 3.53% $2.00B 1.78% 1.68% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 8.18% $44.49MM 0.57% 0.57% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 7.73% $44.49MM -0.13% -0.13% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 8.37% $44.49MM 0.85% 0.85% PDF Docs
Equity Funds OVEAX Mid Value Fund A 5.78% $47.76MM 0.38% 0.35% PDF Docs
Equity Funds OVECX Mid Value Fund C 5.26% $47.76MM -0.34% -0.37% PDF Docs
Equity Funds OVEIX Mid Value Fund I 5.94% $47.76MM 0.65% 0.62% PDF Docs
Equity Funds STRMX Mid Value Fund R6 5.92% $47.76MM 0.73% 0.62% PDF Docs
Equity Funds STMMX Real Estate Fund A 4.00% $74.41MM 2.34% 2.34% PDF Docs
Equity Funds STMOX Real Estate Fund C 3.48% $74.41MM 1.74% 1.74% PDF Docs
Equity Funds STMDX Real Estate Fund I 4.17% $74.41MM 2.73% 2.73% PDF Docs
Equity Funds SCREX Real Estate Fund R6 4.20% $74.41MM 2.8% 2.73% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 10.65% $291.92MM 0.32% 0.29% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 10.09% $291.92MM -0.4% -0.43% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 10.82% $291.92MM 0.58% 0.55% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 10.89% $291.92MM 0.68% 0.55% PDF Docs
Equity Funds SMDPX SMID Opportunities Fund A 4.68% $5.66MM 0.39% 0% PDF Docs
Equity Funds SMDQX SMID Opportunities Fund C 4.12% $5.66MM -0.32% -0.74% PDF Docs
Equity Funds SMDOX SMID Opportunities Fund I 4.85% $5.66MM 0.67% 0.25% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 17.49% $495.96MM -0.23% -0.23% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 16.93% $495.96MM -0.97% -0.97% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 17.71% $495.96MM 0% 0% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 17.77% $495.96MM 0.09% 0% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 1.03% $16.68MM 3.14% 2.93% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 0.54% $16.68MM 2.46% 2.25% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 1.20% $16.68MM 3.45% 3.24% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 2.00% $31.13MM 4.9% 4.56% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 1.65% $31.13MM 4.23% 3.88% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 2.32% $31.13MM 5.25% 4.9% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 2.23% $31.13MM 5.17% 4.91% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -0.05% $143.44MM 2.83% 2.83% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.56% $143.44MM 2.14% 2.14% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 0.01% $143.44MM 3.14% 3.14% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 1.17% $85.52MM 3.24% 3.2% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 0.68% $85.52MM 2.48% 2.44% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 1.34% $85.52MM 3.55% 3.51% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 2.43% $127.28MM 4.48% 4.44% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 2.05% $127.28MM 3.82% 3.77% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 2.73% $127.28MM 4.82% 4.77% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 2.66% $127.28MM 4.82% 4.78% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A 0.15% $36.62MM 3.1% 3.07% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.25% $36.62MM 2.41% 2.38% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 0.31% $36.62MM 3.42% 3.39% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 1.76% $1.06B 3.84% 3.8% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 1.26% $1.06B 3.17% 3.13% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 1.94% $1.06B 4.16% 4.13% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 1.89% $1.06B 4.19% 4.13% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 3.47% $31.10MM 4.44% 4.09% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 3.64% $31.10MM 4.69% 4.34% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -0.17% $66.60MM 2.63% 2.63% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.74% $66.60MM 1.91% 1.91% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 0.09% $66.60MM 2.93% 2.93% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A 0.60% $86.68MM 3.23% 3.23% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C 0.28% $86.68MM 2.5% 2.5% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 0.77% $86.68MM 3.54% 3.54% PDF Docs

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

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