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 7.51% $74.43M 3.82% 3.82% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 7.34% $74.43M 3.21% 3.21% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 7.39% $74.43M 4.31% 4.31% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 7.39% $74.43M 4.36% 4.31% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 4.34% $30.04M 1.57% 1.57% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 4.24% $30.04M 0.91% 0.91% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 4.35% $30.04M 1.92% 1.92% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 4.34% $30.04M 1.98% 1.92% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 7.03% $94.47M 1.17% 1.17% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 6.96% $94.47M 0.48% 0.48% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 7.02% $94.47M 1.5% 1.5% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 7.01% $94.47M 1.55% 1.5% PDF Docs
Equity Funds BAEIX Equity Income Fund A 3.02% $2.17B 1.22% 1.22% PDF Docs
Equity Funds BCEGX Equity Income Fund C 2.97% $2.17B 0.53% 0.53% PDF Docs
Equity Funds BEGIX Equity Income Fund I 3.04% $2.17B 1.55% 1.55% PDF Docs
Equity Funds STREX Equity Income Fund R6 3.08% $2.17B 1.66% 1.55% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 8.30% $48.89M 0.7% 0.7% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 8.25% $48.89M -0.03% -0.03% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 8.32% $48.89M 1% 1% PDF Docs
Equity Funds OVEAX Mid Value Fund A 9.30% $56.61M 0.45% 0.45% PDF Docs
Equity Funds OVECX Mid Value Fund C 9.28% $56.61M -0.27% -0.27% PDF Docs
Equity Funds OVEIX Mid Value Fund I 9.35% $56.61M 0.73% 0.73% PDF Docs
Equity Funds STRMX Mid Value Fund R6 9.33% $56.61M 0.83% 0.73% PDF Docs
Equity Funds STMMX Real Estate Fund A 9.88% $85.56M 2.36% 2.36% PDF Docs
Equity Funds STMOX Real Estate Fund C 9.79% $85.56M 1.73% 1.73% PDF Docs
Equity Funds STMDX Real Estate Fund I 9.90% $85.56M 2.76% 2.76% PDF Docs
Equity Funds SCREX Real Estate Fund R6 9.89% $85.56M 2.85% 2.76% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 9.27% $386.87M 0.36% 0.36% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 9.19% $386.87M -0.4% -0.4% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 9.30% $386.87M 0.65% 0.65% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 9.29% $386.87M 0.75% 0.64% PDF Docs
Equity Funds SMDPX SMID Opportunities Fund A 7.91% $8.32M 0.17% -0.25% PDF Docs
Equity Funds SMDQX SMID Opportunities Fund C 7.80% $8.32M -0.58% -1.03% PDF Docs
Equity Funds SMDOX SMID Opportunities Fund I 7.86% $8.32M 0.43% -0.02% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 8.45% $526.26M -0.31% -0.31% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 8.43% $526.26M -1.1% -1.1% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 8.52% $526.26M -0.08% -0.08% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 8.49% $526.26M 0% -0.08% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 2.07% $17.71M 2.75% 2.57% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 2.02% $17.71M 2.05% 1.87% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 2.10% $17.71M 3.06% 2.87% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 6.29% $26.64M 4.69% 4.59% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 6.25% $26.64M 3.94% 3.9% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 6.47% $26.64M 5.06% 4.97% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 6.32% $26.64M 4.95% 4.95% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A 2.14% $164.64M 2.4% 2.4% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C 2.18% $164.64M 1.71% 1.71% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 2.16% $164.64M 2.7% 2.7% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 2.37% $81.13M 2.84% 2.8% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 2.31% $81.13M 2.14% 2.1% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 2.39% $81.13M 3.15% 3.11% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 0.94% $141.42M 3.88% 3.88% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 1.00% $141.42M 3.2% 3.2% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 1.08% $141.42M 4.2% 4.2% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 0.96% $141.42M 4.3% 4.21% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A 2.06% $52.24M 2.5% 2.5% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C 2.00% $52.24M 1.8% 1.8% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 2.00% $52.24M 2.82% 2.82% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 3.18% $1.16B 3.52% 3.45% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 3.00% $1.16B 2.83% 2.76% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 3.09% $1.16B 3.85% 3.78% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 3.10% $1.16B 3.81% 3.78% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 0.67% $37.72M 3.67% 3.38% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 0.80% $37.72M 3.92% 3.63% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A 2.22% $82.23M 2.23% 2.23% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C 2.07% $82.23M 1.53% 1.53% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 2.24% $82.23M 2.53% 2.53% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A 2.09% $82.21M 2.9% 2.9% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C 2.02% $82.21M 2.2% 2.2% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 2.11% $82.21M 3.21% 3.21% PDF Docs

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

View a Glossary of Terms.

Scroll Up