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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 5.45% $134.34MM 3.44% 3.44% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 10.18% $134.34MM 2.91% 2.91% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 12.11% $134.34MM 3.89% 3.89% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 11.99% $134.34MM 3.96% 3.9% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 13.34% $36.68MM 1.5% 1.5% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 18.59% $36.68MM 0.86% 0.86% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 20.52% $36.68MM 1.84% 1.84% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 20.58% $36.68MM 1.81% 1.74% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 4.26% $109.09MM 1.45% 1.45% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 9.01% $109.09MM 0.81% 0.81% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 10.86% $109.09MM 1.77% 1.77% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 10.91% $109.09MM 1.85% 1.79% PDF Docs
Equity Funds BAEIX Equity Income Fund A 4.06% $1.89B 1.13% 1.13% PDF Docs
Equity Funds BCEGX Equity Income Fund C 8.80% $1.89B 0.46% 0.46% PDF Docs
Equity Funds BEGIX Equity Income Fund I 10.65% $1.89B 1.45% 1.45% PDF Docs
Equity Funds STREX Equity Income Fund R6 10.70% $1.89B 1.55% 1.45% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 5.63% $40.05MM 0.43% 0.43% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 10.52% $40.05MM -0.32% -0.32% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 12.29% $40.05MM 0.7% 0.7% PDF Docs
Equity Funds OVEAX Mid Value Fund A 2.35% $48.87MM 0.25% 0.25% PDF Docs
Equity Funds OVECX Mid Value Fund C 7.04% $48.87MM -0.46% -0.46% PDF Docs
Equity Funds OVEIX Mid Value Fund I 8.85% $48.87MM 0.51% 0.51% PDF Docs
Equity Funds STRMX Mid Value Fund R6 8.90% $48.87MM 0.58% 0.49% PDF Docs
Equity Funds STMMX Real Estate Fund A 7.07% $75.57MM 2.12% 2.12% PDF Docs
Equity Funds STMOX Real Estate Fund C 11.99% $75.57MM 1.51% 1.51% PDF Docs
Equity Funds STMDX Real Estate Fund I 13.85% $75.57MM 2.5% 2.5% PDF Docs
Equity Funds SCREX Real Estate Fund R6 13.88% $75.57MM 2.58% 2.5% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 8.71% $197.98MM 0.17% 0.17% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 13.70% $197.98MM -0.52% -0.52% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 15.56% $197.98MM 0.44% 0.44% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 15.69% $197.98MM 0.57% 0.45% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 7.15% $432.33MM -0.39% -0.39% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 12.03% $432.33MM -1.14% -1.14% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 13.87% $432.33MM -0.17% -0.17% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 13.99% $432.33MM -0.08% -0.17% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 2.34% $18.81MM 2.74% 2.56% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 2.88% $18.81MM 2.06% 1.87% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 4.65% $18.81MM 3.05% 2.87% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 1.96% $42.28MM 4.42% 4.42% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 2.47% $42.28MM 3.73% 3.73% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 4.26% $42.28MM 4.77% 4.77% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 4.48% $42.28MM 4.86% 4.86% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -0.99% $128.29MM 2.19% 2.19% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.53% $128.29MM 1.49% 1.49% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 1.22% $128.29MM 2.48% 2.48% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 2.70% $87.78MM 3.17% 3.13% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 3.23% $87.78MM 2.58% 2.54% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 4.95% $87.78MM 3.49% 3.45% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 2.83% $45.55MM 3.81% 3.81% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 3.35% $45.55MM 3.13% 3.13% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 5.13% $45.55MM 4.14% 4.14% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 5.21% $45.55MM 4.24% 4.14% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -0.67% $29.94MM 2.27% 2.27% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.10% $29.94MM 1.57% 1.57% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 1.66% $29.94MM 2.57% 2.57% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 2.56% $1.51B 3.71% 3.62% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 3.16% $1.51B 3.04% 2.94% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 4.94% $1.51B 4.04% 3.94% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 4.92% $1.51B 4.14% 3.95% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 4.38% $28.80MM 4.09% 3.94% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 4.58% $28.80MM 4.34% 4.19% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -1.03% $45.54MM 1.94% 1.94% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.57% $45.54MM 1.26% 1.26% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 1.18% $45.54MM 2.22% 2.22% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -0.37% $55.55MM 2.52% 2.52% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C 0.17% $55.55MM 1.8% 1.8% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 1.90% $55.55MM 2.82% 2.82% PDF Docs

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

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