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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 -1.75% $66.47MM 1.09% 1.09% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 3.09% $66.47MM 0.42% 0.42% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 4.32% $66.47MM 1.41% 1.41% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 4.37% $66.47MM 1.53% 1.41% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A -1.38% $71.72MM 0.97% 0.90% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 3.40% $71.72MM 0.25% 0.22% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 4.65% $71.72MM 1.21% 1.21% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 4.69% $71.72MM 1.26% 1.20% PDF Docs
Equity Funds DIVGX Dividend Growth Fund I 1.07% $42.78MM 0.82% 0.47% PDF Docs
Equity Funds BAEIX Equity Income Fund A -6.25% $720.61MM 0.80% 0.80% PDF Docs
Equity Funds BCEGX Equity Income Fund C -1.75% $720.61MM 0.09% 0.09% PDF Docs
Equity Funds BEGIX Equity Income Fund I -0.53% $720.61MM 1.10% 1.10% PDF Docs
Equity Funds STREX Equity Income Fund R6 -0.47% $720.61MM 1.37% 1.13% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A -0.58% $54.75MM 0.06% 0.02% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 4.29% $54.75MM -0.67% -0.71% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 5.55% $54.75MM 0.31% 0.27% PDF Docs
Equity Funds SCMCX Mid Cap Relative Value Fund R6 4.60% $54.75MM 0.53% 0.29% PDF Docs
Equity Funds STMMX Real Estate Fund A -3.45% $65.10MM 2.49% 2.49% PDF Docs
Equity Funds STMOX Real Estate Fund C 1.25% $65.10MM 1.98% 1.98% PDF Docs
Equity Funds STMDX Real Estate Fund I 2.49% $65.10MM 2.87% 2.87% PDF Docs
Equity Funds SCREX Real Estate Fund R6 2.51% $65.10MM 3.12% 2.94% PDF Docs
Equity Funds STSNX Small Cap Value Fund A -0.11% $184.34MM 0.19% 0.19% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 4.82% $184.34MM -0.53% -0.53% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 6.06% $184.34MM 0.45% 0.45% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 6.09% $184.34MM 0.64% 0.45% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A -14.14% $335.77MM -0.29% -0.29% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C -9.93% $335.77MM -1.06% -1.06% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I -8.81% $335.77MM -0.06% -0.06% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 -8.79% $335.77MM 0.01% -0.06% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A -1.89% $20.25MM 3.12% 2.90% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C -1.10% $20.25MM 2.44% 2.21% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I 0.14% $20.25MM 3.44% 3.21% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -3.27% $57.72MM 5.15% 5.05% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C -2.32% $57.72MM 4.44% 4.34% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I -1.24% $57.72MM 5.51% 5.41% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 -1.22% $57.72MM 5.58% 5.41% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -2.60% $118.52MM 2.22% 2.22% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -1.86% $118.52MM 1.51% 1.51% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I -0.53% $118.52MM 2.51% 2.51% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A -1.89% $150.78MM 3.52% 3.45% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C -1.14% $150.78MM 2.83% 2.76% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I 0.09% $150.78MM 3.84% 3.77% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -2.45% $22.62MM 2.40% 2.40% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -1.60% $22.62MM 1.69% 1.69% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I -0.37% $22.62MM 2.70% 2.70% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A -2.26% $1.54B 4.07% 4.01% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C -1.36% $1.54B 3.40% 3.34% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I -0.12% $1.54B 4.40% 4.35% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 -0.21% $1.54B 4.51% 4.35% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -2.53% $32.90MM 2.14% 2.14% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -1.70% $32.90MM 1.43% 1.43% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I -0.46% $32.90MM 2.44% 2.44% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -2.25% $49.30MM 2.57% 2.57% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -1.45% $49.30MM 2.02% 2.02% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I -0.24% $49.30MM 2.87% 2.87% PDF Docs

All investing involves risk, including the possible loss of principal.

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