Hypothetical Analysis

Our hypothetical reporting tool provides a detailed solution for investment professionals and clients alike. Your need for simplified investment options is fundamental and this tool helps present complex financial scenarios in a way you can understand.

The tool allows:

  • Selection and comparison among all Sterling Capital Funds
  • Detailed comparison between two leading industry benchmarks - S&P 500 Index and Barclays Capital Aggregate Bond Index
  • Colorful and easy-to-understand hypothetical analysis reports to include detailed portfolio illustrations






S&P 500
Barclays Capital Aggregate Bond Index

Start: 1999 Q4   End: 2015 Q1

Indices used in the illustration are unmanaged and it is not possible to invest directly into an index. The Standard & Poor’s (S&P) 500 Index is comprised of 500 widely traded industrial, transportation, financial and public utility stocks and is used as a benchmark. The Barclays Capital Aggregate Bond Index is a broad-based market capitalization weighted index used as a benchmark for most U.S. traded investment grade bonds.

This illustration including any accompanying reports and graphs, must be preceded or accompanied by a current prospectus for each security included when distributed in a printed or electronic format. When viewed on this web site, you may click here to view the prospectus. Investors should consider the investment objectives, risks, charges and expenses of each fund fund carefully before investing. The prospectus contains this and other information about the funds. Please read it carefully before you invest.

Past performance is no guarantee of future results.