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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 BBTGX Behavioral Large Cap Value Equity Fund A -1.75% $66.47MM 0.91% 0.91% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 3.09% $66.47MM 0.23% 0.23% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 4.32% $66.47MM 1.22% 1.22% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 4.37% $66.47MM 1.35% 1.23% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -1.38% $71.72MM 0.81% 0.77% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 3.40% $71.72MM 0.27% 0.27% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 4.65% $71.72MM 1.06% 1.06% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 4.69% $71.72MM 1.12% 1.07% PDF Docs
Equity Funds BAEIX Equity Income Fund A -6.25% $720.61MM 0.82% 0.82% PDF Docs
Equity Funds BCEGX Equity Income Fund C -1.75% $720.61MM 0.13% 0.13% PDF Docs
Equity Funds BEGIX Equity Income Fund I -0.53% $720.61MM 1.11% 1.11% PDF Docs
Equity Funds STREX Equity Income Fund R6 -0.47% $720.61MM 1.32% 1.13% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A -0.58% $54.75MM 0.04% 0.03% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 4.29% $54.75MM -0.69% -0.71% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 5.55% $54.75MM 0.28% 0.27% PDF Docs
Equity Funds SCMCX Mid Cap Relative Value Fund R6 4.60% $54.75MM 0.51% 0.28% PDF Docs
Equity Funds STMMX Real Estate Fund A -3.45% $65.10MM 2.30% 2.30% PDF Docs
Equity Funds STMOX Real Estate Fund C 1.25% $65.10MM 2.70% 2.70% PDF Docs
Equity Funds STMDX Real Estate Fund I 2.49% $65.10MM 2.69% 2.69% PDF Docs
Equity Funds SCREX Real Estate Fund R6 2.51% $65.10MM 2.87% 2.71% PDF Docs
Equity Funds STSNX Small Cap Value Fund A -0.11% $184.34MM 0.08% 0.08% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 4.82% $184.34MM -0.64% -0.64% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 6.06% $184.34MM 0.34% 0.34% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 6.09% $184.34MM 0.54% 0.35% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A -14.14% $335.77MM -0.34% -0.34% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C -9.93% $335.77MM -1.11% -1.11% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I -8.81% $335.77MM -0.11% -0.11% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 -8.79% $335.77MM 0.00% -0.10% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A -1.89% $20.25MM 3.07% 2.90% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C -1.10% $20.25MM 2.38% 2.22% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 0.14% $20.25MM 3.38% 3.21% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -3.27% $57.72MM 4.86% 4.76% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C -2.32% $57.72MM 4.19% 4.10% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I -1.24% $57.72MM 5.21% 5.11% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 -1.22% $57.72MM 5.28% 5.12% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -2.60% $118.52MM 1.91% 1.91% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -1.86% $118.52MM 1.21% 1.21% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I -0.53% $118.52MM 2.20% 2.20% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A -1.89% $150.78MM 3.65% 3.61% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C -1.14% $150.78MM 2.99% 2.94% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 0.09% $150.78MM 3.97% 3.93% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -2.45% $22.62MM 2.13% 2.13% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -1.60% $22.62MM 1.43% 1.43% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I -0.37% $22.62MM 2.42% 2.42% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A -2.26% $1.54B 3.88% 3.83% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C -1.36% $1.54B 3.21% 3.16% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I -0.12% $1.54B 4.21% 4.16% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 -0.21% $1.54B 4.31% 4.17% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -2.53% $32.90MM 1.85% 1.85% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -1.70% $32.90MM 1.10% 1.10% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I -0.46% $32.90MM 2.13% 2.13% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -2.25% $49.30MM 2.29% 2.29% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -1.45% $49.30MM 1.67% 1.67% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I -0.24% $49.30MM 2.59% 2.59% PDF Docs

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

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