Morningstar

Sterling Capital Long Duration Corporate Bond Institutional shares SCCPX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 6.79  /  +1.19 %
  • Total Assets 56.9M
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.370%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 5.09%
  • Effective Duration 12.30 years

USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:06 AM GMT+0

Morningstar’s Analysis SCCPX

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

  • People Pillar

    The People Pillar is our evaluation of the SCCPX 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 SCCPX’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 Instl 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

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Portfolio Holdings SCCPX

More SCCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 2.5%

2.44 1M
Government

Boeing Co. 6.858%

1.08 595,673
Corporate

Charter Communications Operating, LLC/Charter Communications Operating Capi

0.89 492,676
Corporate

Wells Fargo & Co. 5.375%

0.86 472,919
Corporate

Athene Holding Ltd 6.25%

0.85 468,290
Corporate

RTX Corp. 4.35%

0.80 440,831
Corporate

Anheuser-Busch InBev Worldwide Inc. 5.55%

0.79 438,660
Corporate

AT&T Inc 3.85%

0.74 411,437
Corporate

JPMorgan Chase & Co. 3.157%

0.72 397,975
Corporate

Bank of America Corp. 2.676%

0.69 382,274
Corporate

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