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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
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Equity Funds SBIAX Behavioral International Equity Fund A 15.13% $132.33MM 3.1% 3.1% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 14.32% $132.33MM 2.53% 2.53% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 15.38% $132.33MM 3.55% 3.55% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 15.38% $132.33MM 3.6% 3.55% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 5.62% $31.16MM 1.48% 1.48% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 4.88% $31.16MM 0.82% 0.82% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 5.86% $31.16MM 1.83% 1.83% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 5.93% $31.16MM 1.9% 1.83% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 6.33% $110.11MM 1.31% 1.31% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 5.64% $110.11MM 0.64% 0.64% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 6.59% $110.11MM 1.65% 1.65% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 6.63% $110.11MM 1.71% 1.65% PDF Docs
Equity Funds BAEIX Equity Income Fund A 5.62% $2.00B 1.51% 1.51% PDF Docs
Equity Funds BCEGX Equity Income Fund C 4.94% $2.00B 0.84% 0.84% PDF Docs
Equity Funds BEGIX Equity Income Fund I 5.87% $2.00B 1.85% 1.85% PDF Docs
Equity Funds STREX Equity Income Fund R6 5.99% $2.00B 1.95% 1.85% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 6.73% $44.49MM 0.61% 0.61% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 6.10% $44.49MM -0.1% -0.1% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 6.97% $44.49MM 0.9% 0.9% PDF Docs
Equity Funds OVEAX Mid Value Fund A 4.44% $47.76MM 0.51% 0.49% PDF Docs
Equity Funds OVECX Mid Value Fund C 3.75% $47.76MM -0.21% -0.24% PDF Docs
Equity Funds OVEIX Mid Value Fund I 4.71% $47.76MM 0.8% 0.77% PDF Docs
Equity Funds STRMX Mid Value Fund R6 4.77% $47.76MM 0.88% 0.77% PDF Docs
Equity Funds STMMX Real Estate Fund A 3.59% $74.41MM 2.68% 2.68% PDF Docs
Equity Funds STMOX Real Estate Fund C 2.86% $74.41MM 2.09% 2.09% PDF Docs
Equity Funds STMDX Real Estate Fund I 3.81% $74.41MM 3.09% 3.09% PDF Docs
Equity Funds SCREX Real Estate Fund R6 3.86% $74.41MM 3.16% 3.09% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 6.44% $291.92MM 0.42% 0.39% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 5.71% $291.92MM -0.32% -0.35% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 6.70% $291.92MM 0.7% 0.67% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 6.78% $291.92MM 0.81% 0.67% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 17.11% $495.96MM -0.15% -0.15% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 16.35% $495.96MM -0.92% -0.92% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 17.43% $495.96MM 0.09% 0.09% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 17.49% $495.96MM 0.19% 0.09% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A 1.38% $16.68MM 3.44% 3.23% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C 0.81% $16.68MM 2.76% 2.55% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 1.73% $16.68MM 3.76% 3.55% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A 2.28% $31.13MM 5.67% 5.47% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C 1.58% $31.13MM 4.97% 4.82% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 2.51% $31.13MM 6.02% 5.82% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 2.44% $31.13MM 5.94% 5.84% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A 1.41% $143.44MM 3.35% 3.35% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C 0.71% $143.44MM 2.67% 2.67% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 1.64% $143.44MM 3.67% 3.67% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A 1.40% $85.52MM 3.42% 3.38% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C 0.75% $85.52MM 2.81% 2.77% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 1.63% $85.52MM 3.73% 3.69% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 3.87% $127.28MM 4.82% 4.71% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 3.28% $127.28MM 4.17% 4.06% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 4.23% $127.28MM 5.19% 5.08% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 4.19% $127.28MM 5.07% 5.06% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A 1.60% $36.62MM 3.45% 3.42% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C 0.90% $36.62MM 2.77% 2.74% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 1.83% $36.62MM 3.78% 3.75% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A 1.69% $1.06B 4.35% 4.3% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C 1.00% $1.06B 3.68% 3.64% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 1.93% $1.06B 4.65% 4.61% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 2.02% $1.06B 4.7% 4.64% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 4.97% $31.10MM 4.51% 4.2% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 5.20% $31.10MM 4.75% 4.44% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A 1.35% $66.60MM 3.17% 3.17% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C 0.52% $66.60MM 2.51% 2.51% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 1.67% $66.60MM 3.49% 3.49% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A 2.30% $86.68MM 3.59% 3.59% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C 1.83% $86.68MM 2.85% 2.85% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 2.54% $86.68MM 3.92% 3.92% PDF Docs

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

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