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 Funds List
Share Class Type
1 to 25 of 67 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income A | BAEIX | Large Value | 3.83% | 83 | 1.070% | Above Average | Front Load | $1,000 | ||
| Sterling Capital Equity Income Instl | BEGIX | Large Value | 3.91% | 81 | 0.820% | Above Average | Institutional | $1.0 Mil | ||
| Sterling Capital Equity Income R6 | STREX | Large Value | 3.94% | 81 | 0.710% | Above Average | Retirement, Large | $1.0 Mil | ||
| Sterling Capital Behav Lg Cp Val Eq R6 | STRAX | Large Value | 10.45% | 4 | 0.690% | Above Average | Retirement, Large | $1.0 Mil | ||
| Sterling Capital Equity Income C | BCEGX | Large Value | 3.55% | 85 | 1.820% | Above Average | Level Load | $1,000 | ||
| Sterling Capital Interm US Govt A | BGVAX | Intermediate Government | −1.84% | 11 | 0.750% | Below Average | Front Load | $1,000 | ||
| Sterling Capital Interm US Govt I | BBGVX | Intermediate Government | −1.76% | 10 | 0.500% | Average | Institutional | $1.0 Mil | ||
| Sterling Capital Quality Income Instl | SCSPX | Intermediate Core Bond | — | −1.99% | 18 | 0.570% | Above Average | Institutional | $1.0 Mil | |
| Sterling Capital Real Estate A | STMMX | Real Estate | −6.80% | 50 | 1.120% | Low | Front Load | $1,000 | ||
| Sterling Capital Real Estate I | STMDX | Real Estate | −6.70% | 49 | 0.870% | Average | Institutional | $1.0 Mil | ||
| Sterling Capital SC Interm Tax-Free I | BSCIX | Muni Single State Interm | — | −1.23% | 52 | 0.640% | High | Institutional | $1.0 Mil | |
| Sterling Capital Short Duration Bond A | BSGAX | Short-Term Bond | 0.76% | 34 | 0.730% | Average | Front Load | $1,000 | ||
| Sterling Capital Short Duration Bond I | BBSGX | Short-Term Bond | 0.84% | 31 | 0.480% | Above Average | Institutional | $1.0 Mil | ||
| Sterling Capital Short Duration Bond R6 | SHTRX | Short-Term Bond | 0.51% | 52 | 0.380% | Average | Retirement, Large | $1.0 Mil | ||
| Sterling Capital SmCp Val Instl | STSCX | Small Blend | 4.55% | 10 | 1.050% | Above Average | Institutional | $1.0 Mil | ||
| Sterling Capital SmCp Val R6 | SCSIX | Small Blend | 4.58% | 10 | 0.920% | Above Average | Retirement, Large | $1.0 Mil | ||
| Sterling Capital Total Return Bond A | BICAX | Intermediate Core Bond | −2.62% | 49 | 0.710% | Below Average | Front Load | $1,000 | ||
| Sterling Capital Total Return Bond I | BIBTX | Intermediate Core Bond | −2.43% | 36 | 0.460% | Average | Institutional | $1.0 Mil | ||
| Sterling Capital Total Return Bond R6 | STRDX | Intermediate Core Bond | −2.40% | 33 | 0.360% | Below Average | Retirement, Large | $1.0 Mil | ||
| Sterling Capital WV Interm Tax-Free I | OWVAX | Muni Single State Interm | — | −1.07% | 28 | 0.610% | High | Institutional | $1.0 Mil | |
| Sterling Capital Behav Lg Cp Val Eq A | BBTGX | Large Value | 10.30% | 5 | 1.020% | Average | Front Load | $1,000 | ||
| Sterling Capital Behav Lg Cp Val Eq C | BCVCX | Large Value | 10.02% | 6 | 1.770% | Average | Level Load | $1,000 | ||
| Sterling Capital Behav Lg Cp Val Eq Intl | BBISX | Large Value | 10.39% | 4 | 0.770% | Above Average | Institutional | $1.0 Mil | ||
| Sterling Capital Behav Sm Cp Val Eq A | SPSAX | Small Value | 1.65% | 37 | 1.100% | Low | Front Load | $1,000 | ||
| Sterling Capital Behav Sm Cp Val Eq Intl | SPSCX | Small Value | 1.73% | 36 | 0.850% | Below Average | Institutional | $1.0 Mil |
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