Sterling Capital Equity Income A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 24.67 / 0.76 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
1.040%
- Expense Ratio 1.040%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.16%
- Turnover 31%
Morningstar’s Analysis BAEIX
Will BAEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 32
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector