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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 Investor Portal  

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

Ticker Fund Name Share Class YTD I Shares Performance Fund Net Assets SEC 30-Day w/ Waivers SEC 30-Day w/o Waivers Fact Sheet Fund
Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A -1.20% $53.36MM 0.98% 0.98% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 3.80% $53.36MM 0.31% 0.31% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 4.87% $53.36MM 1.28% 1.28% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 4.89% $53.36MM 1.12% 1% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -0.99% $105.05MM 0.86% 0.86% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 3.91% $105.05MM 0.18% 0.18% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 5.06% $105.05MM 1.16% 1.16% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 5.05% $105.05MM 1.21% 1.15% PDF Docs
Equity Funds BAEIX Equity Income Fund A -2.35% $748.48MM 0.86% 0.79% PDF Docs
Equity Funds BCEGX Equity Income Fund C 2.54% $748.48MM 0.18% 0.1% PDF Docs
Equity Funds BEGIX Equity Income Fund I 3.57% $748.48MM 1.16% 1.09% PDF Docs
Equity Funds STREX Equity Income Fund R6 3.62% $748.48MM 1.27% 1.08% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A -1.43% $52.21MM 0.15% 0.09% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 3.53% $52.21MM -0.58% -0.65% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 4.62% $52.21MM 0.41% 0.35% PDF Docs
Equity Funds SCMCX Mid Cap Relative Value Fund R6 3.62% $52.21MM 0.47% 0.35% PDF Docs
Equity Funds STMMX Real Estate Fund A -4.09% $62.20MM 2.51% 2.51% PDF Docs
Equity Funds STMOX Real Estate Fund C 0.68% $62.20MM 1.92% 1.92% PDF Docs
Equity Funds STMDX Real Estate Fund I 1.78% $62.20MM 2.91% 2.91% PDF Docs
Equity Funds SCREX Real Estate Fund R6 1.77% $62.20MM 3.01% 2.9% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 0.19% $165.65MM 0.14% 0.14% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 5.27% $165.65MM -0.01% -0.01% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 6.33% $165.65MM 0.41% 0.41% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 6.34% $165.65MM 0.54% 0.41% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A -5.96% $369.69MM -0.37% -0.37% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C -1.33% $369.69MM -1.14% -1.14% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I -0.19% $369.69MM -0.14% -0.14% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 -0.19% $369.69MM -0.03% -0.14% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A -1.77% $19.99MM 2.96% 2.76% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C -0.75% $19.99MM 2.27% 2.07% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 0.34% $19.99MM 3.27% 3.07% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -1.74% $49.96MM 4.93% 4.83% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C -0.66% $49.96MM 4.21% 4.12% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I 0.28% $49.96MM 5.29% 5.19% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 0.29% $49.96MM 5.35% 5.18% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -1.24% $116.16MM 2.06% 2.06% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.37% $116.16MM 1.36% 1.36% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I 0.82% $116.16MM 2.35% 2.35% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A -1.63% $165.66MM 3.58% 3.48% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C -0.65% $165.66MM 2.89% 2.8% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 0.43% $165.66MM 3.9% 3.81% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A -1.62% $39.92MM 3.5% 3.5% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C -0.70% $39.92MM 2.77% 2.77% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 0.39% $39.92MM 3.83% 3.83% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 0.39% $39.92MM 3.94% 3.83% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -1.46% $21.19MM 2.29% 2.29% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.47% $21.19MM 1.6% 1.6% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I 0.61% $21.19MM 2.59% 2.59% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A -1.66% $1.52B 3.78% 3.74% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C -0.74% $1.52B 3.11% 3.07% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I 0.35% $1.52B 4.11% 4.07% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 0.35% $1.52B 4.21% 4.07% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 0.33% $28.83MM 3.76% 3.61% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 0.45% $28.83MM 4.01% 3.86% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -1.31% $32.27MM 1.99% 1.99% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.42% $32.27MM 1.25% 1.25% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I 0.75% $32.27MM 2.28% 2.28% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -1.22% $48.84MM 2.42% 2.42% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -0.42% $48.84MM 1.77% 1.77% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I 0.77% $48.84MM 2.72% 2.72% PDF Docs

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