Fund Information

Fund Details. What matters most to you matters most to us.

Click on a fund name to learn more, including fund information, a downloadable fact sheet, daily prices, performance summary, and fund prospectus.

Equity Funds
Fund Name Prospectus SAI Shareholder Reports Other
Summary Prospectus Prospectus Annual Semi-Annual
Behavioral International Equity Fund
  • A Shares: SBIAX
  • C Shares: SBIDX
  • I Shares: SBIIX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Behavioral Large Cap Value Equity Fund
  • A Shares: BBTGX
  • B Shares: BGISX
  • C Shares: BCVCX
  • I Shares: BBISX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Behavioral Small Cap Value Equity Fund
  • A Shares: SPSAX
  • B Shares: SPSBX
  • C Shares: SPSDX
  • I Shares: SPSCX
  • R Shares: SPSRX
Retail
(4/4/17)
Institutional
(2/1/17)
R Shares
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Equity Income Fund
  • A Shares: BAEIX
  • B Shares: BEIBX
  • C Shares: BCEGX
  • I Shares: BEGIX
  • R Shares: BAERX
Retail
(4/4/17)
Institutional
(2/1/17)
R Shares
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Long/Short Equity Fund
  • A Shares: SLSAX
  • C Shares: SLSCX
  • I Shares: SLSIX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Mid Value Fund
  • A Shares: OVEAX
  • B Shares: OVEBX
  • C Shares: OVECX
  • I Shares: OVEIX
  • R Shares: OVERX
Retail
(4/4/17)
Institutional
(2/1/17)
R Shares
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
SMID Opportunities Fund
  • A Shares: SMDPX
  • C Shares: SMDQX
  • I Shares: SMDOX
N/A Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
N/A N/A Fund Fact
(6/30/17)
Special Opportunities Fund
  • A Shares: BOPAX
  • B Shares: BOPBX
  • C Shares: BOPCX
  • I Shares: BOPIX
  • R Shares: BOPRX
Retail
(4/4/17)
Institutional
(2/1/17)
R Shares
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Sterling Capital Stratton Mid Cap Value Fund
  • A Shares: STRLX
  • C Shares: STRNX
  • I Shares: STRGX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(6/30/16)
Fund Facts
(6/30/17)
Sterling Capital Stratton Real Estate Fund
  • A Shares: STMMX
  • C Shares: STMOX
  • I Shares: STMDX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(6/30/16)
Fund Facts
(6/30/17)
Sterling Capital Stratton Small Cap Value Fund
  • A Shares: STSNX
  • C Shares: STSOX
  • I Shares: STSCX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(6/30/16)
Fund Facts
(6/30/17)
Fixed Income Funds
Fund Name Prospectus SAI Shareholder Reports Other
Summary Prospectus Prospectus Annual Semi-Annual
Corporate Fund
  • A Shares: SCCMX
  • C Shares: SCCNX
  • I Shares: SCCPX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Intermediate U.S. Government Fund
  • A Shares: BGVAX
  • B Shares: BUSGX
  • C Shares: BIUCX
  • I Shares: BBGVX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Kentucky Intermediate Tax-Free Fund
  • A Shares: BKTAX
  • C Shares: BKCAX
  • I Shares: BKITX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Maryland Intermediate Tax-Free Fund
  • A Shares: BMAAX
  • C Shares: BMDCX
  • I Shares: BMAIX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
North Carolina Intermediate Tax-Free Fund
  • A Shares: BNCAX
  • C Shares: BBNCX
  • I Shares: BBNTX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Securitized Opportunities Fund
  • A Shares: SCSSX
  • C Shares: SCSTX
  • I Shares: SCSPX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Short Duration Bond Fund
  • A Shares: BSGAX
  • C Shares: BBSCX
  • I Shares: BBSGX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
South Carolina Intermediate Tax-Free Fund
  • A Shares: BASCX
  • C Shares: BSCCX
  • I Shares: BSCIX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Total Return Bond Fund
  • A Shares: BICAX
  • B Shares: BICBX
  • C Shares: BICCX
  • I Shares: BIBTX
  • R Shares: BICRX
Retail
(4/4/17)
Institutional
(2/1/17)
R Shares
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Ultra Short Bond Fund
  • A Shares: BUSRX
  • I Shares: BUSIX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Virginia Intermediate Tax-Free Fund
  • A Shares: BVAAX
  • C Shares: BVACX
  • I Shares: BVATX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
West Virginia Intermediate Tax-Free Fund
  • A Shares: BWVAX
  • C Shares: BWVCX
  • I Shares: OWVAX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Asset Allocation Funds
Fund Name Prospectus SAI Shareholder Reports Other
Summary Prospectus Prospectus Annual Semi-Annual
Diversified Income Fund
  • A Shares: BCGAX
  • B Shares: BCGBX
  • C Shares: BCCCX
  • I Shares: BMGTX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Strategic Allocation Balanced Fund
  • A Shares: BAMGX
  • B Shares: BBMGX
  • C Shares: BCMCX
  • I Shares: BCGTX
Retail
(2/1/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)
Strategic Allocation Growth Fund
  • A Shares: BCMAX
  • B Shares: BCMBX
  • C Shares: BCGCX
  • I Shares: BCMTX
Retail
(4/4/17)
Institutional
(2/1/17)
Retail
(4/4/17)
Appendix-Retail
(4/4/17)
Institutional
(2/1/17)
SAI
(4/4/17)
Annual Report
(9/30/16)
Semi-Annual Report
(3/31/16)
Fund Facts
(6/30/17)

Sterling Capital Funds are:

Not a deposit - Not FDIC insured - Not guaranteed by the bank - Not insured by any government agency - May lose value

An investor should consider a fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the Sterling Capital Funds can be found in the Funds' prospectus. To obtain a prospectus, please call 1 (888) 228-1872 or click here. Please read the prospectus carefully before investing.

Sterling Capital Management LLC, a separate subsidiary of BB&T Corporation, serves as investment adviser to the Sterling Capital Funds and is paid a fee for its services as described in the prospectus. The Funds are distributed by Sterling Capital Distributors LLC, which is not affiliated with Branch Banking and Trust Company or its affiliates. The Funds are not insured by the FDIC or any other government agency