Morningstar

Sterling Capital Behavioral Large Cap Value Equity Fund A BBTGX

Medalist Rating as of Aug 31, 2026 See Sterling Capital Investment Hub

Strategy

The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Bloomberg 500® Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BBISX	Sterling Capital Behavioral Large Cap Value Equity Fund Institutional	Institutional	Open			Oct 9, 1992	$15.36M	0.800%	Above Average	$1M	$6.98M
BBTGX	Sterling Capital Behavioral Large Cap Value Equity Fund A	Front Load	Open			Oct 9, 1992	$57.68M	1.050%	Above Average	$1,000	$4.20M
BCVCX	Sterling Capital Behavioral Large Cap Value Equity Fund C	Level Load	Open			Feb 1, 2001	$247,519.00	1.800%	Above Average	$1,000	$154,319.63
STRAX	Sterling Capital Behavioral Large Cap Value Equity Fund Class R6	Retirement, Large	Open			Feb 1, 2018	$12.73M	0.690%	Above Average	$10M	$9.13M

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