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Sterling Capital Equity Income Instl BEGIX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 27.39  /  +0.07 %
  • Total Assets 1.9 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 Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.38%
  • Turnover 39%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 12:09 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.

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.

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Portfolio Holdings BEGIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.65 104.9 Mil
Technology

Elevance Health Inc

5.05 93.7 Mil
Healthcare

Analog Devices Inc

4.84 89.8 Mil
Technology

Avery Dennison Corp

4.66 86.4 Mil
Consumer Cyclical

The Hershey Co

4.48 83.1 Mil
Consumer Defensive

Ameriprise Financial Inc

4.42 82.0 Mil
Financial Services

Ferguson PLC

4.41 81.8 Mil
Industrials

Charles Schwab Corp

4.29 79.5 Mil
Financial Services

Microchip Technology Inc

4.25 78.9 Mil
Technology

The Goldman Sachs Group Inc

4.09 75.8 Mil
Financial Services