Morningstar

Sterling Capital Intermediate U.S. Government Fund Class C BIUCX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 8.80  /  −0.45 %
  • Total Assets 21.8M
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 1.550%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.81%
  • Effective Duration 4.62 years

USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:37 AM GMT+0

Morningstar’s Analysis BIUCX

Will BIUCX outperform in the 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 BIUCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BIUCX 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 BIUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Interm US Govt C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BIUCX

More BIUCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.75%

15.96 4M
Government

United States Treasury Notes 1.125%

9.57 2M
Government

U.S. Treasury Security Stripped Interest Security 0%

4.01 1M
Government

U.S. Treasury Security Stripped Interest Security 0%

2.99 760,681
Government

Federated Hermes Treasury Obl Premier

2.38 604,877
Cash and Equivalents

United States Treasury Notes 4%

1.93 491,133
Government

Federal Home Loan Mortgage Corp. 3.347%

1.84 468,412
Securitized

Federal National Mortgage Association 3.94663%

1.80 457,176
Securitized

Federal Home Loan Mortgage Corp. 1.9%

1.62 412,821
Securitized

Federal Home Loan Mortgage Corp. 5%

1.51 384,669
Securitized

Sponsor Center