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 Investor Portal

Featured Funds

BIBTX

Total Return Bond Fund

I Shares
Monthly Perf.

0.03%

As of
03.31.2025

Fund Net
Assets

$1.43B

As of
03.31.2025

STMDX

Real Estate Fund

I Shares
Monthly Perf.

-1.94%

As of
03.31.2025

Fund Net
Assets

$69.93MM

As of
03.31.2025

SCSPX

Quality Income Fund

I Shares
Monthly Perf.

0.11%

As of
03.31.2025

Fund Net
Assets

$150.50MM

As of
03.31.2025

BBSGX

Short Duration Bond Fund

I Shares
Monthly Perf.

0.42%

As of
03.31.2025

Fund Net
Assets

$43.36MM

As of
03.31.2025

BSCIX

S. Carolina Intermediate Tax-Free Fund

I Shares
Monthly Perf.

-1.20%

As of
03.31.2025

Fund Net
Assets

$25.59MM

As of
03.31.2025

BBISX

Behavioral Large Cap Value Equity Fund

I Shares
Monthly Perf.

-2.97%

As of
03.31.2025

Fund Net
Assets

$36.67MM

As of
03.31.2025

BUSIX

Ultra Short Bond Fund

I Shares
Monthly Perf.

0.27%

As of
03.31.2025

Fund Net
Assets

$27.77MM

As of
03.31.2025

OWVAX

W. Virginia Intermediate Tax-Free Fund

I Shares
Monthly Perf.

-1.02%

As of
03.31.2025

Fund Net
Assets

$52.24MM

As of
03.31.2025

SPSCX

Behavioral Small Cap Value Equity Fund

I Shares
Monthly Perf.

-5.06%

As of
03.31.2025

Fund Net
Assets

$108.08MM

As of
03.31.2025

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 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/A	N/A	N/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/A	N/A	N/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/A	N/A	N/A
Fixed Income Funds	Quality Income Fund	SCSSX	0.87%	0.82%	SCSTX	1.62%	1.57%	SCSPX	0.62%	0.57%	N/A	N/A	N/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/A	N/A	N/A
Fixed Income Funds	Total Return Bond Fund	BICAX	0.75%	0.70%	BICCX	1.50%	1.45%	BIBTX	0.50%	0.45%	STRDX	0.50%	0.35%
Fixed Income Funds	Ultra Short Bond Fund	BUSRX	0.82%	0.67%	N/A	N/A	N/A	BUSIX	0.57%	0.42%	N/A	N/A	N/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/A	N/A	N/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/A	N/A	N/A

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