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Morningstar

Sterling Capital Behav Lg Cp Val Eq C BCVCX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 22.19  /  0.94 %
  • Total Assets 30.6 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • 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 1.07%
  • Turnover 125%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis BCVCX

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

People Pillar

The People Pillar is our evaluation of the BCVCX 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 BCVCX’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 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCVCX

More BCVCX Holdings
  • Current Portfolio Date
  • Equity Holdings 112
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.50
1,108,450
Financial Services

Merck & Co Inc

2.42
765,584
Healthcare

Comcast Corp Class A

2.37
750,498
Communication Services

Cisco Systems Inc

2.29
725,478
Technology

Oracle Corp

1.82
577,872
Technology

Gilead Sciences Inc

1.70
539,184
Healthcare

Marathon Petroleum Corp

1.67
528,249
Energy

AT&T Inc

1.67
527,633
Communication Services

FedEx Corp

1.65
522,040
Industrials

Parker Hannifin Corp

1.64
521,125
Industrials