Beta: Sterling Capital Management

Mutual Funds

Proud Winner of Two Lipper Awards

Equity Income Fund (STREX & BAEIX)

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Mutual Funds

Total Return Bond Fund (BIBTX)

Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 390 Intermediate Core Bond funds as of 04.30.2022.

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02.28.2022 • First Lastname

Advisory Solutions Weekly Market Update

The below charts are updated on a weekly basis to track and provide timely data on industries that are significantly impacted by changes in COVID-19 cases.

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12.17.2021

4th Quarter 2021 Market Review: Special Opportunities SMA

Speakers: Portfolio Managers Joshua Haggerty, CFA^®, and Daniel Morrall, and Client Portfolio Manager Whitney Stewart, CFA^®

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Mutual Funds

Equity Income Fund (BEGIX)

Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 1,146 Large Value funds as of 04.30.2022.

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Exchange-Traded Funds

Focus Equity ETF (LCG)

A concentrated equity strategy seeking long-term capital appreciation that aims to invest in positions with attractive returns, visible reinvestment opportunities and talented management.

3960-NLD-9/2/2020

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Sterling Capital

Investments

Mutual Funds

Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.

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ETFs

Exchange-Traded Funds offer you long-term appreciation including diverse-owned and U.S. large and mid-cap-focused strategies.

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SMAs

Separately Managed Accounts give you diversification like mutual funds - you own the securities as opposed to a single fund.

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Advisory Solutions

Sterling Capital's Advisory Solutions Team provides customized multi-asset class models for financial professionals and institutional clients.

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Sterling Capital Management is driven to deliver what matters most to our clients.

1970

Established

$75B

USD in AUA + AUM
As of 06.30.2022

Distinctive
Investment Teams

170

Teammates

Sterling Capital

Recent Insights

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