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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
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Equity Funds SBIAX Behavioral International Equity Fund A 4.52% $132.33MM 3.37% 3.37% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 4.18% $132.33MM 2.83% 2.83% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 4.63% $132.33MM 3.83% 3.83% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 4.63% $132.33MM 3.88% 3.82% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 8.38% $31.16MM 1.52% 1.52% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 8.11% $31.16MM 0.86% 0.86% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 8.49% $31.16MM 1.87% 1.87% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 8.51% $31.16MM 1.89% 1.81% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -0.26% $110.11MM 1.12% 1.12% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C -0.54% $110.11MM 0.45% 0.45% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I -0.15% $110.11MM 1.44% 1.44% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 -0.15% $110.11MM 1.51% 1.44% PDF Docs
Equity Funds BAEIX Equity Income Fund A 2.83% $2.00B 1.25% 1.25% PDF Docs
Equity Funds BCEGX Equity Income Fund C 2.58% $2.00B 0.58% 0.58% PDF Docs
Equity Funds BEGIX Equity Income Fund I 2.91% $2.00B 1.58% 1.58% PDF Docs
Equity Funds STREX Equity Income Fund R6 2.94% $2.00B 1.68% 1.58% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 2.68% $44.49MM 0.55% 0.55% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 2.46% $44.49MM -0.15% -0.15% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 2.77% $44.49MM 0.84% 0.84% PDF Docs
Equity Funds OVEAX Mid Value Fund A 0.88% $47.76MM 0.41% 0.41% PDF Docs
Equity Funds OVECX Mid Value Fund C 0.70% $47.76MM -0.31% -0.31% PDF Docs
Equity Funds OVEIX Mid Value Fund I 0.98% $47.76MM 0.68% 0.68% PDF Docs
Equity Funds STRMX Mid Value Fund R6 0.97% $47.76MM 0.77% 0.68% PDF Docs
Equity Funds STMMX Real Estate Fund A -8.30% $74.41MM 2.78% 2.78% PDF Docs
Equity Funds STMOX Real Estate Fund C -8.51% $74.41MM 2.19% 2.19% PDF Docs
Equity Funds STMDX Real Estate Fund I -8.19% $74.41MM 3.2% 3.2% PDF Docs
Equity Funds SCREX Real Estate Fund R6 -8.20% $74.41MM 3.38% 3.21% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 2.42% $291.92MM 0.35% 0.35% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 2.18% $291.92MM -0.38% -0.38% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 2.53% $291.92MM 0.62% 0.62% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 2.56% $291.92MM 0.75% 0.62% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 1.28% $495.96MM -0.32% -0.32% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 0.98% $495.96MM -1.09% -1.09% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 1.35% $495.96MM -0.09% -0.09% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 1.38% $495.96MM 0% -0.09% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A -2.17% $16.68MM 3.18% 3.04% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C -2.42% $16.68MM 2.49% 2.35% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I -2.09% $16.68MM 3.49% 3.35% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -6.52% $31.13MM 5.13% 5.04% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C -6.78% $31.13MM 4.45% 4.39% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I -6.46% $31.13MM 5.5% 5.4% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 -6.42% $31.13MM 5.39% 5.38% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -1.50% $143.44MM 2.97% 2.97% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -1.75% $143.44MM 2.28% 2.28% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I -1.42% $143.44MM 3.28% 3.28% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A -2.39% $85.52MM 3.51% 3.46% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C -2.73% $85.52MM 2.81% 2.76% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I -2.31% $85.52MM 3.84% 3.79% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 0.65% $127.28MM 4.59% 4.54% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 0.40% $127.28MM 3.92% 3.88% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 0.73% $127.28MM 4.93% 4.88% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 0.76% $127.28MM 4.93% 4.88% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -1.38% $36.62MM 3.09% 3.09% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -1.53% $36.62MM 2.4% 2.4% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I -1.22% $36.62MM 3.4% 3.4% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A -3.07% $1.06B 4.26% 4.21% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C -3.30% $1.06B 3.59% 3.54% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I -2.88% $1.06B 4.6% 4.55% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 -2.95% $1.06B 4.6% 4.55% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 1.71% $31.10MM 4.41% 4.27% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 1.80% $31.10MM 4.66% 4.52% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -1.62% $66.60MM 2.84% 2.84% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -1.92% $66.60MM 2.13% 2.15% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I -1.63% $66.60MM 3.16% 3.15% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -1.15% $86.68MM 3.28% 3.28% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -1.43% $86.68MM 2.62% 2.62% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I -1.07% $86.68MM 3.6% 3.6% PDF Docs

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

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