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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 1.03% 1.03% BCVCX 1.78% 1.78% BBISX 0.78% 0.78% STRAX 0.78% 0.65%
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 1.08% 1.08% BCEGX 1.83% 1.83% BEGIX 0.83% 0.83% STREX 0.83% 0.71%
Equity Funds Mid Cap Relative Value Fund STRLX 1.13% 1.13% STRNX 1.88% 1.88% STRGX 0.88% 0.88% N/AN/AN/A
Equity Funds Mid Value Fund OVEAX 1.16% 1.16% OVECX 1.91% 1.91% OVEIX 0.91% 0.91% STRMX 0.91% 0.78%
Equity Funds Real Estate Fund STMMX 1.11% 1.11% STMOX 1.86% 1.86% STMDX 0.86% 0.86% SCREX 0.86% 0.75%
Equity Funds Small Cap Value Fund STSNX 1.31% 1.31% STSOX 2.06% 2.06% STSCX 1.06% 1.06% SCSIX 1.06% 0.93%
Equity Funds Special Opportunities Fund BOPAX 1.11% 1.11% BOPCX 1.86% 1.86% BOPIX 0.86% 0.86% STRSX 0.86% 0.75%
Fixed Income Funds Intermediate U.S. Government Fund BGVAX 0.95% 0.76% BIUCX 1.70% 1.51% BBGVX 0.70% 0.51% N/AN/AN/A
Fixed Income Funds Long Duration Corporate Bond Fund SCCMX 0.84% 0.70% SCCNX 1.59% 1.45% SCCPX 0.59% 0.45% STRFX 0.59% 0.38%
Fixed Income Funds N. Carolina Intermediate Tax-Free Fund BNCAX 0.85% 0.85% BBNCX 1.60% 1.60% BBNTX 0.60% 0.60% N/AN/AN/A
Fixed Income Funds Quality Income Fund SCSSX 0.87% 0.82% SCSTX 1.62% 1.57% SCSPX 0.62% 0.57% N/AN/AN/A
Fixed Income Funds Short Duration Bond Fund BSGAX 0.84% 0.84% BBSCX 1.59% 1.59% BBSGX 0.59% 0.59% SHTRX 0.59% 0.48%
Fixed Income Funds S. Carolina Intermediate Tax-Free Fund BASCX 0.90% 0.90% BSCCX 1.65% 1.65% BSCIX 0.65% 0.65% N/AN/AN/A
Fixed Income Funds Total Return Bond Fund BICAX 0.75% 0.70% BICCX 1.50% 1.45% BIBTX 0.50% 0.45% STRDX 0.60% 0.45%
Fixed Income Funds Ultra Short Bond Fund BUSRX 0.82% 0.67% N/AN/AN/A BUSIX 0.57% 0.42% 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 0.88% 0.88% BWVCX 1.63% 1.63% OWVAX 0.63% 0.63% N/AN/AN/A
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