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Morningstar

Sterling Capital Equity Income C BCEGX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 24.56  /  1.41 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 31%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 12:25 AM GMT+0

Morningstar’s Analysis BCEGX

Will BCEGX 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 BCEGX’s performance objective and investment process is for both security selection and portfolio construction.

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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Sterling Capital Equity Income C 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCEGX

More BCEGX Holdings
  • Current Portfolio Date
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.55
89,496,507
Technology

Ferguson PLC

4.35
85,496,260
Industrials

Automatic Data Processing Inc

4.21
82,681,542
Industrials

Accenture PLC Class A

4.10
80,521,923
Technology

Marsh & McLennan Companies Inc

4.05
79,567,229
Financial Services

The Home Depot Inc

4.02
79,046,735
Consumer Cyclical

Avery Dennison Corp

4.01
78,875,648
Consumer Cyclical

Ameriprise Financial Inc

3.85
75,574,035
Financial Services

Abbott Laboratories

3.65
71,774,602
Healthcare

AbbVie Inc

3.63
71,319,100
Healthcare