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Morningstar

Sterling Capital Behav Lg Cp Val Eq A BBTGX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 28.73  /  +1.66 %
  • Total Assets 35.3 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.64%
  • Turnover 111%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM GMT+0

Morningstar’s Analysis BBTGX

Will BBTGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBTGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBTGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BBTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Sterling Capital Behav Lg Cp Val Eq A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBTGX

More BBTGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.90 1.4 Mil
Financial Services

Exxon Mobil Corp

3.53 1.2 Mil
Energy

Wells Fargo & Co

2.32 802,953
Financial Services

AbbVie Inc

2.00 694,656
Healthcare

International Business Machines Corp

1.93 669,316
Technology

Comcast Corp Class A

1.91 661,412
Communication Services

Caterpillar Inc

1.89 654,542
Industrials

The Goldman Sachs Group Inc

1.80 624,202
Financial Services

AT&T Inc

1.71 593,843
Communication Services

Morgan Stanley

1.71 593,831
Financial Services