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Morningstar

Sterling Capital Equity Income Instl BEGIX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 27.79  /  +0.87 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.50%
  • Turnover 39%

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

Morningstar’s Analysis BEGIX

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

  • People Pillar

    The People Pillar is our evaluation of the BEGIX 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 BEGIX’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 Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BEGIX

More BEGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.12 112.3 Mil
Technology

Elevance Health Inc

5.11 93.7 Mil
Healthcare

Analog Devices Inc

4.72 86.6 Mil
Technology

Avery Dennison Corp

4.50 82.5 Mil
Consumer Cyclical

Ameriprise Financial Inc

4.35 79.7 Mil
Financial Services

Charles Schwab Corp

4.33 79.5 Mil
Financial Services

UnitedHealth Group Inc

4.19 76.9 Mil
Healthcare

The Hershey Co

4.18 76.7 Mil
Consumer Defensive

Ferguson PLC

4.17 76.5 Mil
Industrials

The Goldman Sachs Group Inc

4.07 74.7 Mil
Financial Services