Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Sterling Capital Mutual Funds
View all of Sterling Capital’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Sterling Capital Mutual Funds List
1 to 25 of 54 Results
|
Name
|
Ticker
|
Morningstar Category
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Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
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Adjusted Expense Ratio
|
Fee Level
Distribution
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Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity Fund Class R6 | STRAX | Large Value | 25.92% | 3 | 0.690% | Above Average | Retirement, Large | $10M | ||
| Sterling Capital Behavioral Large Cap Value Equity Fund A | BBTGX | Large Value | 25.51% | 4 | 1.050% | Above Average | Front Load | $1,000 | ||
| Sterling Capital Small Cap Value Fund R6 Shares | SCSIX | Small Blend | 17.40% | 23 | 0.920% | Above Average | Retirement, Large | $10M | ||
| Sterling Capital Behavioral Large Cap Value Equity Fund C | BCVCX | Large Value | 24.80% | 5 | 1.800% | Above Average | Level Load | $1,000 | ||
| Sterling Capital Behavioral Large Cap Value Equity Fund Institutional | BBISX | Large Value | 25.79% | 3 | 0.800% | Above Average | Institutional | $1M | ||
| Sterling Capital Intermediate U.S. Government Fund Institutional Shares | BBGVX | Intermediate Government | — | −1.81% | 39 | 0.560% | High | Institutional | $1M | |
| Sterling Capital Behavioral Small Cap Value Equity Fund Class R6 | STRBX | Small Value | 24.05% | 6 | 0.780% | Below Average | Retirement, Large | $10M | ||
| Sterling Capital Total Return Bond Fund Class R6 | STRDX | Intermediate Core Bond | — | −2.03% | 63 | 0.350% | Below Average | Retirement, Large | $10M | |
| Sterling Capital Total Return Bond Fund Institutional Shares | BIBTX | Intermediate Core Bond | — | −2.11% | 69 | 0.450% | Average | Institutional | $1M | |
| Sterling Capital Real Estate Fund Institutional | STMDX | Real Estate | 8.58% | 46 | 0.890% | Average | Institutional | $1M | ||
| Sterling Capital Behavioral Small Cap Value Equity Fund Class A | SPSAX | Small Value | 23.78% | 7 | 1.090% | Low | Front Load | $1,000 | ||
| Sterling Capital Real Estate Fund A | STMMX | Real Estate | 8.36% | 52 | 1.140% | Below Average | Front Load | $1,000 | ||
| Sterling Capital Quality Income Fund Institutional Shares | SCSPX | Intermediate Core Bond | — | −1.66% | 29 | 0.600% | High | Institutional | $1M | |
| Sterling Capital Behavioral Small Cap Value Equity Fund Class C | SPSDX | Small Value | 22.98% | 8 | 1.840% | Below Average | Level Load | $1,000 | ||
| Sterling Capital Quality Income Fund Class A Shares | SCSSX | Intermediate Core Bond | — | −1.87% | 50 | 0.850% | Above Average | Front Load | $1,000 | |
| Sterling Capital Small Cap Value Fund A Shares | STSNX | Small Blend | 17.02% | 24 | 1.280% | Above Average | Front Load | $1,000 | ||
| Sterling Capital Small Cap Value Fund Institutional Shares | STSCX | Small Blend | 17.24% | 24 | 1.030% | Above Average | Institutional | $1M | ||
| Sterling Capital Intermediate U.S. Government Fund Class A | BGVAX | Intermediate Government | — | −2.01% | 45 | 0.810% | Average | Front Load | $1,000 | |
| Sterling Capital Behavioral Small Cap Value Equity Fund Institutional Shares | SPSCX | Small Value | 24.01% | 6 | 0.840% | Below Average | Institutional | $1M | ||
| Sterling Capital West Virginia Intermediate Tax-Free Fund Institutional Class | OWVAX | Muni Single State Interm | — | −1.43% | 10 | 0.610% | High | Institutional | $1M | |
| Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares | BSCIX | Muni Single State Interm | — | −2.00% | 32 | 0.660% | High | Institutional | $1M | |
| Sterling Capital Long Duration Corporate Bond Fund Class R6 Shares | STRFX | Long-Term Bond | −4.52% | 78 | 0.380% | Average | Retirement, Large | $10M | ||
| Sterling Capital Real Estate Fund R6 Shares | SCREX | Real Estate | 8.71% | 45 | 0.790% | Below Average | Retirement, Large | $10M | ||
| Sterling Capital Long Duration Corporate Bond Institutional shares | SCCPX | Long-Term Bond | −4.58% | 79 | 0.450% | Average | Institutional | $1M | ||
| Sterling Capital Small Cap Value Fund C Shares | STSOX | Small Blend | 16.30% | 29 | 2.030% | Above Average | Level Load | $1,000 |
Sterling Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States