Morningstar

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

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $8.55  /  +0.70 %
  • Fund Size $36.8M
  • Adjusted Expense Ratio 1.560%
  • Net Expense Ratio 1.550%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Intermediate Government
  • Fixed-Income Style Box (Funds) High/Moderate
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 2.06%
  • Average Effective Duration 4.72 yrs
NAV and 1-Day Return as of

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
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Portfolio Holdings BIUCX

More BIUCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Treasury Security Stripped Interest Security 0%

3.29 728,153
Government

Federated Hermes Treasury Obl Premier

3.15 697,883
Cash and Equivalents

U.S. Treasury Security Stripped Interest Security 0%

2.58 570,460
Government

United States Treasury Bonds 3.875%

2.30 508,430
Government

Federal Home Loan Banks 5.6%

2.24 496,859
Government

Federal Farm Credit Banks 5.42%

2.18 483,413
Government

Federal National Mortgage Association 5.5%

2.18 482,250
Securitized

Federal Home Loan Banks 5%

2.17 481,142
Government

Federal Home Loan Banks 5.48%

2.17 480,274
Government

Federal Home Loan Banks 5.25%

2.15 475,045
Government

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