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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

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 International Equity Fund SBIAX 0.92% 0.92% SBIDX 1.67% 1.67% SBIIX 0.67% 0.67% STRCX 0.67% 0.62%
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% 0.71%
Equity Funds Behavioral Small Cap Value Equity Fund SPSAX 1.10% 1.10% SPSDX 1.85% 1.85% SPSCX 0.85% 0.85% STRBX 0.85% 0.79%
Equity Funds Equity Income Fund BAEIX 1.04% 1.04% BCEGX 1.79% 1.79% BEGIX 0.79% 0.79% STREX 0.79% 0.69%
Equity Funds Mid Cap Relative Value Fund STRLX 1.09% 1.09% STRNX 1.84% 1.84% STRGX 0.84% 0.84% N/AN/AN/A
Equity Funds Mid Value Fund OVEAX 1.13% 1.13% OVECX 1.88% 1.88% OVEIX 0.88% 0.88% STRMX 0.88% 0.80%
Equity Funds Real Estate Fund STMMX 1.08% 1.08% STMOX 1.83% 1.83% STMDX 0.83% 0.83% SCREX 0.83% 0.76%
Equity Funds Small Cap Value Fund STSNX 1.25% 1.25% STSOX 2.00% 2.00% STSCX 1.00% 1.00% SCSIX 1.00% 0.90%
Equity Funds SMID Opportunities Fund SMDPX 1.31% 1.04% SMDQX 2.06% 1.79% SMDOX 1.06% 0.79% N/AN/AN/A
Equity Funds Special Opportunities Fund BOPAX 1.14% 1.14% BOPCX 1.89% 1.89% BOPIX 0.89% 0.89% STRSX 0.89% 0.80%
Fixed Income Funds Intermediate U.S. Government Fund BGVAX 0.92% 0.75% BIUCX 1.67% 1.50% BBGVX 0.67% 0.50% N/AN/AN/A
Fixed Income Funds Long Duration Corporate Bond Fund SCCMX 1.00% 0.70% SCCNX 1.75% 1.45% SCCPX 0.75% 0.45% STRFX 0.75% 0.36%
Fixed Income Funds N. Carolina Intermediate Tax-Free Fund BNCAX 0.82% 0.82% BBNCX 1.57% 1.57% BBNTX 0.57% 0.57% N/AN/AN/A
Fixed Income Funds Quality Income Fund SCSSX 0.86% 0.82% SCSTX 1.61% 1.57% SCSPX 0.61% 0.57% N/AN/AN/A
Fixed Income Funds Short Duration Bond Fund BSGAX 0.72% 0.68% BBSCX 1.47% 1.43% BBSGX 0.47% 0.43% SHTRX 0.47% 0.34%
Fixed Income Funds S. Carolina Intermediate Tax-Free Fund BASCX 0.84% 0.84% BSCCX 1.59% 1.59% BSCIX 0.59% 0.59% N/AN/AN/A
Fixed Income Funds Total Return Bond Fund BICAX 0.73% 0.70% BICCX 1.48% 1.45% BIBTX 0.48% 0.45% STRDX 0.48% 0.35%
Fixed Income Funds Ultra Short Bond Fund BUSRX 0.75% 0.52% N/AN/AN/A BUSIX 0.50% 0.27% N/AN/AN/A
Fixed Income Funds Virginia Intermediate Tax-Free Fund BVAAX 0.83% 0.83% BVACX 1.58% 1.58% BVATX 0.58% 0.58% N/AN/AN/A
Fixed Income Funds W. Virginia Intermediate Tax-Free Fund BWVAX 0.84% 0.84% BWVCX 1.59% 1.59% OWVAX 0.59% 0.59% N/AN/AN/A
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