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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.

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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

Fund Name A Shares C Shares I Shares R6 Shares
Ticker Gross Net Ticker Gross Net Ticker Gross Net Ticker Gross Net
Equity Funds Behavioral Large Cap Value Equity Fund BBTGX 1.05% 1.05% BCVCX 1.80% 1.80% BBISX 0.80% 0.80% STRAX 0.80% 0.69%
Equity Funds Behavioral Small Cap Value Equity Fund SPSAX 1.09% 1.09% SPSDX 1.84% 1.84% SPSCX 0.84% 0.84% STRBX 0.84% 0.78%
Equity Funds Equity Income Fund BAEIX 1.07% 1.07% BCEGX 1.82% 1.82% BEGIX 0.82% 0.82% STREX 0.82% 0.70%
Equity Funds Mid Cap Relative Value Fund STRLX 1.17% 1.17% STRNX 1.92% 1.92% STRGX 0.92% 0.92% SCMCX 0.92% 0.81%
Equity Funds Real Estate Fund STMMX 1.14% 1.14% STMOX 1.89% 1.89% STMDX 0.89% 0.89% SCREX 0.89% 0.79%
Equity Funds Small Cap Value Fund STSNX 1.28% 1.28% STSOX 2.03% 2.03% STSCX 1.03% 1.03% SCSIX 1.03% 0.92%
Equity Funds Special Opportunities Fund BOPAX 1.11% 1.11% BOPCX 1.86% 1.86% BOPIX 0.86% 0.86% STRSX 0.86% 0.77%
Fixed Income Funds Intermediate U.S. Government Fund BGVAX 1.02% 0.81% BIUCX 1.77% 1.56% BBGVX 0.77% 0.56% N/AN/AN/A
Fixed Income Funds Long Duration Corporate Bond Fund SCCMX 0.82% 0.70% SCCNX 1.57% 1.45% SCCPX 0.57% 0.45% STRFX 0.57% 0.38%
Fixed Income Funds N. Carolina Intermediate Tax-Free Fund BNCAX 0.83% 0.83% BBNCX 1.58% 1.58% BBNTX 0.58% 0.58% N/AN/AN/A
Fixed Income Funds Quality Income Fund SCSSX 0.91% 0.85% SCSTX 1.66% 1.60% SCSPX 0.66% 0.60% N/AN/AN/A
Fixed Income Funds Short Duration Bond Fund BSGAX 0.80% 0.80% BBSCX 1.55% 1.55% BBSGX 0.55% 0.55% SHTRX 0.55% 0.44%
Fixed Income Funds S. Carolina Intermediate Tax-Free Fund BASCX 0.91% 0.91% BSCCX 1.66% 1.66% BSCIX 0.66% 0.66% N/AN/AN/A
Fixed Income Funds Total Return Bond Fund BICAX 0.74% 0.70% BICCX 1.49% 1.45% BIBTX 0.49% 0.45% STRDX 0.49% 0.35%
Fixed Income Funds Ultra Short Bond Fund BUSRX 0.84% 0.69% N/AN/AN/A BUSIX 0.59% 0.44% N/AN/AN/A
Fixed Income Funds Virginia Intermediate Tax-Free Fund BVAAX 0.87% 0.87% BVACX 1.62% 1.62% BVATX 0.62% 0.62% N/AN/AN/A
Fixed Income Funds W. Virginia Intermediate Tax-Free Fund BWVAX 0.86% 0.86% BWVCX 1.61% 1.61% OWVAX 0.61% 0.61% N/AN/AN/A
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