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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 10.09% $132.33MM 3.23% 3.23% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 9.72% $132.33MM 2.69% 2.69% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 10.32% $132.33MM 3.67% 3.67% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 10.20% $132.33MM 3.73% 3.67% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 11.98% $31.16MM 1.5% 1.5% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 11.60% $31.16MM 0.85% 0.85% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 12.10% $31.16MM 1.83% 1.83% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 12.11% $31.16MM 1.91% 1.83% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 4.37% $110.11MM 1.09% 1.09% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 4.02% $110.11MM 0.42% 0.42% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 4.43% $110.11MM 1.4% 1.4% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 4.47% $110.11MM 1.47% 1.4% PDF Docs
Equity Funds BAEIX Equity Income Fund A 4.90% $2.00B 1.18% 1.18% PDF Docs
Equity Funds BCEGX Equity Income Fund C 4.56% $2.00B 0.51% 0.51% PDF Docs
Equity Funds BEGIX Equity Income Fund I 5.02% $2.00B 1.5% 1.5% PDF Docs
Equity Funds STREX Equity Income Fund R6 5.05% $2.00B 1.6% 1.49% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 6.30% $44.49MM 0.46% 0.46% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 6.01% $44.49MM -0.26% -0.26% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 6.41% $44.49MM 0.74% 0.74% PDF Docs
Equity Funds OVEAX Mid Value Fund A 3.03% $47.76MM 0.33% 0.33% PDF Docs
Equity Funds OVECX Mid Value Fund C 2.80% $47.76MM -0.39% -0.39% PDF Docs
Equity Funds OVEIX Mid Value Fund I 3.13% $47.76MM 0.6% 0.6% PDF Docs
Equity Funds STRMX Mid Value Fund R6 3.18% $47.76MM 0.68% 0.59% PDF Docs
Equity Funds STMMX Real Estate Fund A -3.68% $74.41MM 2.65% 2.65% PDF Docs
Equity Funds STMOX Real Estate Fund C -3.96% $74.41MM 2.07% 2.07% PDF Docs
Equity Funds STMDX Real Estate Fund I -3.55% $74.41MM 3.05% 3.05% PDF Docs
Equity Funds SCREX Real Estate Fund R6 -3.52% $74.41MM 3.22% 3.05% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 6.87% $291.92MM 0.32% 0.32% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 6.56% $291.92MM -0.4% -0.4% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 7.01% $291.92MM 0.58% 0.58% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 7.05% $291.92MM 0.71% 0.58% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 4.16% $495.96MM -0.33% -0.33% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 3.79% $495.96MM -1.09% -1.09% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 4.26% $495.96MM -0.1% -0.1% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 4.30% $495.96MM 0% -0.1% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A -0.92% $16.68MM 3.28% 3.01% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C -1.23% $16.68MM 2.61% 2.33% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I -0.81% $16.68MM 3.59% 3.32% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -4.19% $31.13MM 4.98% 4.89% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C -4.52% $31.13MM 4.29% 4.29% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I -4.10% $31.13MM 5.34% 5.25% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 -3.92% $31.13MM 5.25% 5.24% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -2.19% $143.44MM 3.03% 3.03% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -2.50% $143.44MM 2.33% 2.33% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I -2.09% $143.44MM 3.34% 3.34% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A -0.99% $85.52MM 3.46% 3.41% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C -1.28% $85.52MM 2.77% 2.73% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I -0.89% $85.52MM 3.79% 3.74% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 1.40% $127.28MM 4.68% 4.61% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 1.09% $127.28MM 4.03% 3.95% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 1.50% $127.28MM 5.04% 4.96% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 1.55% $127.28MM 4.98% 4.96% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -1.74% $36.62MM 3.13% 3.13% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -1.95% $36.62MM 2.44% 2.44% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I -1.56% $36.62MM 3.45% 3.45% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A -1.45% $1.06B 4.22% 4.17% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C -1.75% $1.06B 3.56% 3.51% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I -1.24% $1.06B 4.56% 4.5% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 -1.30% $1.06B 4.56% 4.51% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 2.22% $31.10MM 4.51% 4.35% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 2.33% $31.10MM 4.74% 4.57% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -2.25% $66.60MM 2.89% 2.89% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -2.59% $66.60MM 2.19% 2.19% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I -2.15% $66.60MM 3.2% 3.21% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -1.78% $86.68MM 3.28% 3.28% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -2.10% $86.68MM 2.62% 2.62% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I -1.67% $86.68MM 3.62% 3.62% PDF Docs

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

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