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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 5.15% $132.33MM 3.38% 3.38% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 9.97% $132.33MM 2.84% 2.84% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 11.79% $132.33MM 3.83% 3.83% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 11.78% $132.33MM 3.89% 3.83% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 12.41% $31.16MM 1.46% 1.46% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 17.69% $31.16MM 0.83% 0.83% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 19.47% $31.16MM 1.79% 1.79% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 19.53% $31.16MM 1.86% 1.79% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 3.44% $110.11MM 1.21% 1.21% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 8.17% $110.11MM 0.59% 0.59% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 9.93% $110.11MM 1.52% 1.52% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 9.96% $110.11MM 1.58% 1.52% PDF Docs
Equity Funds BAEIX Equity Income Fund A 4.09% $2.00B 1.14% 1.14% PDF Docs
Equity Funds BCEGX Equity Income Fund C 8.90% $2.00B 0.49% 0.49% PDF Docs
Equity Funds BEGIX Equity Income Fund I 10.64% $2.00B 1.46% 1.46% PDF Docs
Equity Funds STREX Equity Income Fund R6 10.70% $2.00B 1.56% 1.46% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 4.33% $44.49MM 0.53% 0.53% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 9.23% $44.49MM -0.18% -0.18% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 10.88% $44.49MM 0.8% 0.8% PDF Docs
Equity Funds OVEAX Mid Value Fund A 2.48% $47.76MM 0.27% 0.27% PDF Docs
Equity Funds OVECX Mid Value Fund C 7.30% $47.76MM -0.41% -0.41% PDF Docs
Equity Funds OVEIX Mid Value Fund I 8.98% $47.76MM 0.53% 0.53% PDF Docs
Equity Funds STRMX Mid Value Fund R6 9.03% $47.76MM 0.61% 0.53% PDF Docs
Equity Funds STMMX Real Estate Fund A 4.41% $74.41MM 2.38% 2.38% PDF Docs
Equity Funds STMOX Real Estate Fund C 9.24% $74.41MM 1.8% 1.8% PDF Docs
Equity Funds STMDX Real Estate Fund I 10.99% $74.41MM 2.77% 2.77% PDF Docs
Equity Funds SCREX Real Estate Fund R6 11.04% $74.41MM 2.85% 2.77% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 8.00% $291.92MM 0.25% 0.25% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 13.04% $291.92MM -0.44% -0.44% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 14.80% $291.92MM 0.5% 0.5% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 14.90% $291.92MM 0.62% 0.5% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 6.10% $495.96MM -0.29% -0.29% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 10.99% $495.96MM -1.03% -1.03% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 12.75% $495.96MM -0.07% -0.07% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 12.83% $495.96MM 0.03% -0.07% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 1.30% $16.68MM 2.58% 2.4% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 1.88% $16.68MM 1.89% 1.71% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 3.56% $16.68MM 2.88% 2.69% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -0.35% $31.13MM 4.73% 4.57% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 0.20% $31.13MM 4.02% 4% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 1.88% $31.13MM 5.08% 4.91% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 2.09% $31.13MM 5.03% 4.95% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -1.56% $143.44MM 2.93% 2.93% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -1.04% $143.44MM 2.25% 2.25% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 0.62% $143.44MM 3.24% 3.24% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 1.54% $85.52MM 3.19% 3.14% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 2.10% $85.52MM 2.48% 2.44% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 3.74% $85.52MM 3.51% 3.46% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 1.95% $127.28MM 4.67% 4.66% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 2.52% $127.28MM 4.02% 4.01% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 4.21% $127.28MM 5.03% 5.02% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 4.28% $127.28MM 5.09% 5.01% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -1.34% $36.62MM 3.04% 3.04% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.71% $36.62MM 2.34% 2.34% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 0.95% $36.62MM 3.35% 3.35% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 1.28% $1.06B 4.01% 3.95% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 1.82% $1.06B 3.35% 3.29% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 3.50% $1.06B 4.34% 4.28% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 3.58% $1.06B 4.31% 4.28% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 3.81% $31.10MM 4.52% 4.37% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 3.99% $31.10MM 4.8% 4.64% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -1.73% $66.60MM 2.85% 2.85% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -1.13% $66.60MM 2.17% 2.17% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 0.44% $66.60MM 3.15% 3.15% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -1.20% $86.68MM 3.19% 3.19% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -0.50% $86.68MM 2.5% 2.5% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 1.04% $86.68MM 3.52% 3.52% PDF Docs

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

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