Expense Ratios » Mutual Funds

Featured Funds

BIBTX

Total Return Bond Fund

I Shares
Fund Perf.

4.48%

As of
11.30.2023

Fund Net
Assets

$1.06B

As of
11.30.2023

BEGIX

Equity Income Fund

I Shares
Fund Perf.

9.16%

As of
11.30.2023

Fund Net
Assets

$2.00B

As of
11.30.2023

STMDX

Real Estate Fund

I Shares
Fund Perf.

10.71%

As of
11.30.2023

Fund Net
Assets

$74.41MM

As of
11.30.2023

SCSPX

Quality Income Fund

I Shares
Fund Perf.

3.74%

As of
11.30.2023

Fund Net
Assets

$85.52MM

As of
11.30.2023

BBSGX

Short Duration Bond Fund

I Shares
Fund Perf.

1.32%

As of
11.30.2023

Fund Net
Assets

$127.28MM

As of
11.30.2023

BSCIX

S. Carolina Intermediate Tax-Free Fund

I Shares
Fund Perf.

4.22%

As of
11.30.2023

Fund Net
Assets

$36.62MM

As of
11.30.2023

BUSIX

Ultra Short Bond Fund

I Shares
Fund Perf.

0.60%

As of
11.30.2023

Fund Net
Assets

$31.10MM

As of
11.30.2023

OWVAX

W. Virginia Intermediate Tax-Free Fund

I Shares
Fund Perf.

4.20%

As of
11.30.2023

Fund Net
Assets

$86.68MM

As of
11.30.2023

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

All Mutual Funds

	Fund Name	A Shares			C Shares			I Shares			R6 Shares
	Fund Name	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/A	N/A	N/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/A	N/A	N/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/A	N/A	N/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/A	N/A	N/A
Fixed Income Funds	Quality Income Fund	SCSSX	0.86%	0.82%	SCSTX	1.61%	1.57%	SCSPX	0.61%	0.57%	N/A	N/A	N/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/A	N/A	N/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/A	N/A	N/A	BUSIX	0.50%	0.27%	N/A	N/A	N/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/A	N/A	N/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/A	N/A	N/A

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