Advertisement
Skip to Content
Morningstar

Sterling Capital Short Duration Bond A BSGAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.19  /  0.13 %
  • Total Assets 135.0 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.18%
  • Effective Duration 1.54 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BSGAX

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

People Pillar

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

Summary

|

Sterling Capital Short Duration Bond A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor