Firm Overview

Sterling Capital Management LLC is a registered investment adviser founded in 1970. An investment firm, Sterling is an independently operated subsidiary of BB&T Corporation, one of the nation's largest financial services holding companies. Sterling is headquartered in Charlotte, NC with offices in Raleigh, NC; Atlanta, GA; Washington, D.C.; San Francisco, CA; Richmond, VA; and Virginia Beach, VA. As of 9/30/2014, Sterling has over $46 billion in assets under management overseen by 106 investment and client service professionals.

Investment Considerations

Note: U.S. Government guarantees apply only to the underlying securities of a Fund portfolio and not the Fund shares.

Fund Facts

Class A Shares Class B Shares Class C Shares Inst'l Shares
Ticker BBUXX BUSXX BUCXX BTUXX
Inception Date 10/05/1992 10/05/1992 01/30/2002 10/05/1992
Investment Minimum $1,000.00 $1,000.00 $1,000.00 $1,000,000.00
Subsequent Investment $0.00 NA NA NA
Max. Up Front Sales Charge NA NA NA NA
Max. Deferred Sales Charge NA 5.00% 1.00% NA