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Sterling Capital Equity Income Instl BEGIX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 24.77  /  0.76 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 1.39%
  • Turnover 31%

Morningstar’s Analysis BEGIX

Will BEGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Sterling Capital Equity Income Instl's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral. 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 Apr 30, 2023
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.82
98,540,433
Technology
4.08
83,443,125
Healthcare
4.01
81,977,025
Healthcare
3.97
81,193,365
Technology
3.90
79,693,932
Healthcare
3.88
79,263,917
Industrials
3.82
78,218,497
Financial Services
3.82
78,031,416
Healthcare
3.80
77,721,942
Consumer Cyclical
3.74
76,511,774
Consumer Cyclical