Morningstar

Sterling Capital Behavioral Small Cap Value Equity Fund Class C SPSDX

Medalist Rating as of Aug 31, 2026 See Sterling Capital Investment Hub

Strategy

The investment seeks maximum long-term total return, by investing primarily in equity securities of small capitalization companies. Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small capitalization companies are defined as companies with market capitalizations within the range of those companies in the Bloomberg U.S. 2000® Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SPSCX	Sterling Capital Behavioral Small Cap Value Equity Fund Institutional Shares	Institutional	Open			Jan 2, 1997	$7.98M	0.840%	Below Average	$1M	$334,463.21
SPSAX	Sterling Capital Behavioral Small Cap Value Equity Fund Class A	Front Load	Open			Feb 1, 2010	$7.11M	1.090%	Low	$1,000	−$536,484.52
SPSDX	Sterling Capital Behavioral Small Cap Value Equity Fund Class C	Level Load	Open			Feb 1, 2010	$97,953.00	1.840%	Below Average	$1,000	$37,304.67
STRBX	Sterling Capital Behavioral Small Cap Value Equity Fund Class R6	Retirement, Large	Open			Feb 1, 2018	$67.32M	0.780%	Below Average	$10M	−$39.06M

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