Sterling Capital Equity Income C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Sterling Capital Equity Income Fund Class C BCEGX
- NAV / 1-Day Return 17.44 / +1.22 %
- Total Assets 580.4M
-
Adj. Expense Ratio
1.820%
- Expense Ratio 1.820%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.22%
- Turnover 51%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:51 AM GMT+0
Morningstar’s Analysis BCEGX
Will BCEGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BCEGX 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 BCEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Waste Management Inc | 4.52 | 29M | Industrials |
Analog Devices Inc | 4.51 | 29M | Technology |
Eaton Corp PLC | 4.27 | 27M | Industrials |
Motorola Solutions Inc | 4.08 | 26M | Technology |
Ferguson Enterprises Inc | 4.08 | 26M | Industrials |
JPMorgan Chase & Co | 4.06 | 26M | Financial Services |
Southern Co | 4.05 | 26M | Utilities |
Philip Morris International Inc | 3.97 | 25M | Consumer Defensive |
Linde PLC | 3.91 | 25M | Basic Materials |
Charles Schwab Corp | 3.87 | 25M | Financial Services |
United States