Morningstar

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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 6 of 6 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Sterling Capital Behavioral Large Cap Value Equity Fund ABBTGXLarge Value
25.51%41.050%Above AverageFront Load$1,000
Sterling Capital Small Cap Value Fund R6 SharesSCSIXSmall Blend
17.40%230.920%Above AverageRetirement, Large$10M
Sterling Capital Behavioral Large Cap Value Equity Fund Class R6STRAXLarge Value
25.92%30.690%Above AverageRetirement, Large$10M
Sterling Capital Behavioral Large Cap Value Equity Fund CBCVCXLarge Value
24.80%51.800%Above AverageLevel Load$1,000
Sterling Capital Behavioral Large Cap Value Equity Fund InstitutionalBBISXLarge Value
25.79%30.800%Above AverageInstitutional$1M
Sterling Capital Intermediate U.S. Government Fund Institutional SharesBBGVXIntermediate Government—−1.81%390.560%HighInstitutional$1M

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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