Morningstar

Sterling Capital Long Duration Corporate Bond Class A Shares SCCMX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 6.57  /  −0.45 %
  • Total Assets 56.6M
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Long-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.88%
  • Effective Duration 12.30 years

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:46 AM GMT+0

Morningstar’s Analysis SCCMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Long Dur Corp Bd A 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 SCCMX

More SCCMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 2.5%

1.90 1M
Government

Charter Communications Operating, LLC/Charter Communications Operating Capi

1.09 619,713
Corporate

Boeing Co. 6.858%

1.04 593,404
Corporate

Athene Holding Ltd 6.25%

1.03 585,964
Corporate

Federated Hermes Treasury Obl Premier

0.88 500,996
Cash and Equivalents

Wells Fargo & Co. 5.375%

0.85 486,071
Corporate

Amgen Inc. 5.65%

0.83 471,079
Corporate

Anheuser-Busch InBev Worldwide Inc. 5.55%

0.79 452,873
Corporate

RTX Corp. 4.35%

0.77 440,111
Corporate

AT&T Inc 3.85%

0.74 422,708
Corporate

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