Sterling Capital Equity Income Instl 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 Institutional Shares BEGIX
- NAV / 1-Day Return 17.89 / +0.90 %
- Total Assets 576.9M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.710%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1M
- Status Open
- TTM Yield 1.19%
- Turnover 51%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:06 AM GMT+0
Morningstar’s Analysis BEGIX
Will BEGIX 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Analog Devices Inc | 4.77 | 28M | Technology |
Philip Morris International Inc | 4.38 | 25M | Consumer Defensive |
Federated Hermes Treasury Obl Premier | 4.24 | 24M | Cash and Equivalents |
Microsoft Corp | 4.24 | 24M | Technology |
Waste Management Inc | 4.22 | 24M | Industrials |
Eaton Corp PLC | 4.05 | 23M | Industrials |
Linde PLC | 3.98 | 23M | Basic Materials |
JPMorgan Chase & Co | 3.98 | 23M | Financial Services |
Southern Co | 3.96 | 23M | Utilities |
Motorola Solutions Inc | 3.85 | 22M | Technology |
United States