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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
Docs
Equity Funds SBIAX Behavioral International Equity Fund A 6.78% $74.43M 3.98% 3.98% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 6.62% $74.43M 3.47% 3.47% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 6.78% $74.43M 4.47% 4.47% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 6.78% $74.43M 4.52% 4.47% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 1.97% $30.04M 1.52% 1.52% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 1.83% $30.04M 0.85% 0.85% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 2.05% $30.04M 1.86% 1.86% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 2.04% $30.04M 1.93% 1.86% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 5.65% $94.47M 1.13% 1.13% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 5.57% $94.47M 0.44% 0.44% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 5.71% $94.47M 1.45% 1.45% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 5.71% $94.47M 1.51% 1.45% PDF Docs
Equity Funds BAEIX Equity Income Fund A -0.55% $2.17B 1.21% 1.21% PDF Docs
Equity Funds BCEGX Equity Income Fund C -0.63% $2.17B 0.52% 0.52% PDF Docs
Equity Funds BEGIX Equity Income Fund I -0.51% $2.17B 1.54% 1.54% PDF Docs
Equity Funds STREX Equity Income Fund R6 -0.47% $2.17B 1.64% 1.54% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 5.77% $48.89M 0.64% 0.64% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 5.69% $48.89M -0.08% -0.08% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 5.82% $48.89M 0.93% 0.93% PDF Docs
Equity Funds OVEAX Mid Value Fund A 4.93% $56.61M 0.78% 0.78% PDF Docs
Equity Funds OVECX Mid Value Fund C 4.82% $56.61M 0.07% 0.07% PDF Docs
Equity Funds OVEIX Mid Value Fund I 4.91% $56.61M 1.09% 1.09% PDF Docs
Equity Funds STRMX Mid Value Fund R6 4.90% $56.61M 1.17% 1.09% PDF Docs
Equity Funds STMMX Real Estate Fund A 4.65% $85.56M 2.26% 2.26% PDF Docs
Equity Funds STMOX Real Estate Fund C 4.50% $85.56M 1.62% 1.62% PDF Docs
Equity Funds STMDX Real Estate Fund I 4.69% $85.56M 2.66% 2.66% PDF Docs
Equity Funds SCREX Real Estate Fund R6 4.67% $85.56M 2.73% 2.66% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 9.74% $386.87M 0.38% 0.38% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 9.60% $386.87M -0.35% -0.35% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 9.80% $386.87M 0.65% 0.65% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 9.79% $386.87M 0.75% 0.65% PDF Docs
Equity Funds SMDPX SMID Opportunities Fund A 3.57% $8.32M 0.35% -0.06% PDF Docs
Equity Funds SMDQX SMID Opportunities Fund C 3.41% $8.32M -0.39% -0.83% PDF Docs
Equity Funds SMDOX SMID Opportunities Fund I 3.60% $8.32M 0.63% 0.19% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 3.41% $526.26M -0.28% -0.28% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 3.32% $526.26M -1.07% -1.07% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 3.47% $526.26M -0.04% -0.04% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 3.47% $526.26M 0.05% -0.04% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 0.05% $17.71M 2.81% 2.63% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C -0.07% $17.71M 2.11% 1.93% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 0.20% $17.71M 3.12% 2.94% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 0.64% $26.64M 4.71% 4.59% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 0.67% $26.64M 3.97% 3.89% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 0.83% $26.64M 5% 4.88% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 0.84% $26.64M 4.97% 4.94% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A 0.02% $164.64M 2.35% 2.35% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.11% $164.64M 1.64% 1.64% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 0.06% $164.64M 2.65% 2.65% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 0.66% $81.13M 2.91% 2.87% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 0.43% $81.13M 2.23% 2.19% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 0.70% $81.13M 3.22% 3.18% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 0.39% $141.42M 3.96% 3.93% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 0.40% $141.42M 3.28% 3.25% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 0.56% $141.42M 4.29% 4.26% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 0.45% $141.42M 4.32% 4.26% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A 0.11% $52.24M 2.57% 2.57% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.01% $52.24M 1.86% 1.86% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 0.15% $52.24M 2.87% 2.87% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 0.91% $1.16B 3.53% 3.47% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 0.79% $1.16B 2.84% 2.78% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 0.95% $1.16B 3.85% 3.8% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 0.86% $1.16B 3.84% 3.8% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 0.92% $37.72M 3.31% 3.04% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 0.96% $37.72M 3.56% 3.29% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -0.08% $82.23M 2.18% 2.18% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.20% $82.23M 1.47% 1.47% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 0.05% $82.23M 2.48% 2.48% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A 0.22% $82.21M 2.88% 2.88% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C 0.10% $82.21M 2.17% 2.17% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 0.26% $82.21M 3.19% 3.19% PDF Docs

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

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