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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 SBIAX Behavioral International Equity Fund A 2.63% $132.33MM 3.03% 3.03% PDF Docs
Equity Funds SBIDX Behavioral International Equity Fund C 2.40% $132.33MM 2.49% 2.49% PDF Docs
Equity Funds SBIIX Behavioral International Equity Fund I 2.74% $132.33MM 3.46% 3.46% PDF Docs
Equity Funds STRCX Behavioral International Equity Fund R6 2.63% $132.33MM 3.52% 3.47% PDF Docs
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A 6.87% $31.16MM 1.28% 1.28% PDF Docs
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C 6.74% $31.16MM 0.64% 0.64% PDF Docs
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I 6.90% $31.16MM 1.6% 1.6% PDF Docs
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 6.91% $31.16MM 1.67% 1.6% PDF Docs
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A 0.46% $110.11MM 1.21% 1.21% PDF Docs
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C 0.33% $110.11MM 0.56% 0.56% PDF Docs
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I 0.51% $110.11MM 1.53% 1.53% PDF Docs
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 0.51% $110.11MM 1.6% 1.53% PDF Docs
Equity Funds BAEIX Equity Income Fund A 3.03% $2.00B 1.29% 1.29% PDF Docs
Equity Funds BCEGX Equity Income Fund C 2.91% $2.00B 0.65% 0.65% PDF Docs
Equity Funds BEGIX Equity Income Fund I 3.06% $2.00B 1.62% 1.62% PDF Docs
Equity Funds STREX Equity Income Fund R6 3.10% $2.00B 1.72% 1.62% PDF Docs
Equity Funds STRLX Mid Cap Relative Value Fund A 3.97% $44.49MM 0.46% 0.46% PDF Docs
Equity Funds STRNX Mid Cap Relative Value Fund C 3.87% $44.49MM -0.2% -0.2% PDF Docs
Equity Funds STRGX Mid Cap Relative Value Fund I 4.02% $44.49MM 0.73% 0.73% PDF Docs
Equity Funds OVEAX Mid Value Fund A 1.68% $47.76MM 0.42% 0.42% PDF Docs
Equity Funds OVECX Mid Value Fund C 1.57% $47.76MM -0.28% -0.28% PDF Docs
Equity Funds OVEIX Mid Value Fund I 1.76% $47.76MM 0.69% 0.69% PDF Docs
Equity Funds STRMX Mid Value Fund R6 1.75% $47.76MM 0.78% 0.69% PDF Docs
Equity Funds STMMX Real Estate Fund A -2.93% $74.41MM 2.47% 2.47% PDF Docs
Equity Funds STMOX Real Estate Fund C -3.02% $74.41MM 1.89% 1.89% PDF Docs
Equity Funds STMDX Real Estate Fund I -2.86% $74.41MM 2.87% 2.87% PDF Docs
Equity Funds SCREX Real Estate Fund R6 -2.85% $74.41MM 2.96% 2.87% PDF Docs
Equity Funds STSNX Small Cap Value Fund A 2.20% $291.92MM 0.34% 0.34% PDF Docs
Equity Funds STSOX Small Cap Value Fund C 2.10% $291.92MM -0.34% -0.34% PDF Docs
Equity Funds STSCX Small Cap Value Fund I 2.27% $291.92MM 0.61% 0.6% PDF Docs
Equity Funds SCSIX Small Cap Value Fund R6 2.28% $291.92MM 0.73% 0.6% PDF Docs
Equity Funds BOPAX Special Opportunities Fund A 4.57% $495.96MM -0.29% -0.29% PDF Docs
Equity Funds BOPCX Special Opportunities Fund C 4.40% $495.96MM -1.03% -1.03% PDF Docs
Equity Funds BOPIX Special Opportunities Fund I 4.60% $495.96MM -0.06% -0.06% PDF Docs
Equity Funds STRSX Special Opportunities Fund R6 4.60% $495.96MM 0.03% -0.06% PDF Docs
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A -1.03% $16.68MM 3.12% 2.96% PDF Docs
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C -1.16% $16.68MM 2.42% 2.26% PDF Docs
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I -0.99% $16.68MM 3.43% 3.27% PDF Docs
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A -3.75% $31.13MM 4.78% 4.7% PDF Docs
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C -3.75% $31.13MM 3.97% 4.07% PDF Docs
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I -3.71% $31.13MM 5.14% 5.05% PDF Docs
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 -3.56% $31.13MM 5.07% 5.05% PDF Docs
Fixed Income Funds BNCAX N. Carolina Intermediate Tax-Free Fund A -0.31% $143.44MM 2.76% 2.76% PDF Docs
Fixed Income Funds BBNCX N. Carolina Intermediate Tax-Free Fund C -0.34% $143.44MM 2.07% 2.07% PDF Docs
Fixed Income Funds BBNTX N. Carolina Intermediate Tax-Free Fund I -0.27% $143.44MM 3.06% 3.06% PDF Docs
Fixed Income Funds SCSSX Quality Income Fund A -1.14% $85.52MM 3.29% 3.24% PDF Docs
Fixed Income Funds SCSTX Quality Income Fund C -1.26% $85.52MM 2.57% 2.52% PDF Docs
Fixed Income Funds SCSPX Quality Income Fund I -1.10% $85.52MM 3.61% 3.56% PDF Docs
Fixed Income Funds BSGAX Short Duration Bond Fund A 0.31% $127.28MM 4.34% 4.14% PDF Docs
Fixed Income Funds BBSCX Short Duration Bond Fund C 0.19% $127.28MM 3.68% 3.47% PDF Docs
Fixed Income Funds BBSGX Short Duration Bond Fund I 0.35% $127.28MM 4.68% 4.48% PDF Docs
Fixed Income Funds SHTRX Short Duration Bond Fund R6 0.37% $127.28MM 4.58% 4.48% PDF Docs
Fixed Income Funds BASCX S. Carolina Intermediate Tax-Free Fund A -0.27% $36.62MM 2.85% 2.85% PDF Docs
Fixed Income Funds BSCCX S. Carolina Intermediate Tax-Free Fund C -0.39% $36.62MM 2.16% 2.16% PDF Docs
Fixed Income Funds BSCIX S. Carolina Intermediate Tax-Free Fund I -0.23% $36.62MM 3.16% 3.16% PDF Docs
Fixed Income Funds BICAX Total Return Bond Fund A -1.54% $1.06B 3.95% 3.92% PDF Docs
Fixed Income Funds BICCX Total Return Bond Fund C -1.66% $1.06B 3.27% 3.25% PDF Docs
Fixed Income Funds BIBTX Total Return Bond Fund I -1.50% $1.06B 4.28% 4.26% PDF Docs
Fixed Income Funds STRDX Total Return Bond Fund R6 -1.48% $1.06B 4.33% 4.26% PDF Docs
Fixed Income Funds BUSRX Ultra Short Bond Fund A 0.86% $31.10MM 4.17% 4.01% PDF Docs
Fixed Income Funds BUSIX Ultra Short Bond Fund I 0.90% $31.10MM 4.42% 4.27% PDF Docs
Fixed Income Funds BVAAX Virginia Intermediate Tax-Free Fund A -0.37% $66.60MM 2.53% 2.53% PDF Docs
Fixed Income Funds BVACX Virginia Intermediate Tax-Free Fund C -0.56% $66.60MM 1.85% 1.85% PDF Docs
Fixed Income Funds BVATX Virginia Intermediate Tax-Free Fund I -0.33% $66.60MM 2.83% 2.83% PDF Docs
Fixed Income Funds BWVAX W. Virginia Intermediate Tax-Free Fund A -0.21% $86.68MM 3.08% 3.08% PDF Docs
Fixed Income Funds BWVCX W. Virginia Intermediate Tax-Free Fund C -0.41% $86.68MM 2.41% 2.41% PDF Docs
Fixed Income Funds OWVAX W. Virginia Intermediate Tax-Free Fund I -0.17% $86.68MM 3.4% 3.4% PDF Docs

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

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