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 12/31/2014, Sterling has over $47 billion in assets under management overseen by 106 investment and client service professionals.

Investment Considerations

Distributions of the Fund net interest income from tax-exempt securities generally are not subject to federal income tax, but for some may be subject to the federal alternative minimum tax and to state and local taxes. A portion of the Fund distributions may be taxable as ordinary income or capital gains.

Fund Facts

Class A Shares Class C Shares Inst'l Shares
Inception Date 08/01/2006 02/01/2012 08/01/2006
Investment Minimum $ $1,000.00 $1,000,000.00
Subsequent Investment NA NA NA
Max. Up Front Sales Charge NA NA NA
Max. Deferred Sales Charge NA 1.00% NA