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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 International Equity Fund SBIAX 0.93% 0.93% SBIDX 1.68% 1.68% SBIIX 0.68% 0.68% STRCX 0.68% 0.62%
Equity Funds Behavioral Large Cap Value Equity Fund BBTGX 1.02% 1.02% BCVCX 1.77% 1.77% BBISX 0.77% 0.77% STRAX 0.77% 0.69%
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% 0.78%
Equity Funds Equity Income Fund BAEIX 1.07% 1.07% BCEGX 1.82% 1.82% BEGIX 0.82% 0.82% STREX 0.82% 0.71%
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 1.19% 1.19% OVECX 1.94% 1.94% OVEIX 0.94% 0.94% STRMX 0.94% 0.85%
Equity Funds Real Estate Fund STMMX 1.12% 1.12% STMOX 1.87% 1.87% STMDX 0.87% 0.87% SCREX 0.87% 0.78%
Equity Funds Small Cap Value Fund STSNX 1.30% 1.30% STSOX 2.05% 2.05% STSCX 1.05% 1.05% SCSIX 1.05% 0.92%
Equity Funds Special Opportunities Fund BOPAX 1.16% 1.16% BOPCX 1.91% 1.91% BOPIX 0.91% 0.91% STRSX 0.91% 0.81%
Fixed Income Funds Intermediate U.S. Government Fund BGVAX 0.94% 0.75% BIUCX 1.69% 1.50% BBGVX 0.69% 0.50% N/AN/AN/A
Fixed Income Funds Long Duration Corporate Bond Fund SCCMX 0.92% 0.71% SCCNX 1.67% 1.46% SCCPX 0.67% 0.46% STRFX 0.67% 0.36%
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 0.73% 0.73% BBSCX 1.48% 1.48% BBSGX 0.48% 0.48% SHTRX 0.48% 0.38%
Fixed Income Funds S. Carolina Intermediate Tax-Free Fund BASCX 0.89% 0.89% BSCCX 1.64% 1.64% BSCIX 0.64% 0.64% N/AN/AN/A
Fixed Income Funds Total Return Bond Fund BICAX 0.76% 0.71% BICCX 1.51% 1.46% BIBTX 0.51% 0.46% STRDX 0.51% 0.36%
Fixed Income Funds Ultra Short Bond Fund BUSRX 0.83% 0.68% N/AN/AN/A BUSIX 0.58% 0.43% N/AN/AN/A
Fixed Income Funds Virginia Intermediate Tax-Free Fund BVAAX 0.86% 0.86% BVACX 1.61% 1.61% BVATX 0.61% 0.61% 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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