As Sterling Capital settles under its new owner, the firm continues to earn an Average Parent rating.
BB&T
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
5.04 BilInvestment Flows (TTM)
−694.68 MilAsset Growth Rate (TTM)
−11.48%# of Share Classes
70
Morningstar Rating
|
# of Share Classes
|
---|---|
4 | |
14 | |
18 | |
22 | |
12 | |
Not Rated | 0 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
---|---|---|
Sterling Capital Equity Income A | 2 | |
Sterling Capital Equity Income Instl | 2 | |
Sterling Capital Total Return Bond I | 17 | |
Sterling Capital Equity Income R6 | 1 | |
Sterling Capital Real Estate A | 25 |
Morningstar Mentions
5 Undervalued Dividend-Growth Stocks
These dividend-paying companies have competitive advantages and a history of raising their dividends—and their stocks are cheap today.
Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.