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Investments

Mutual Funds

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

Sterling Capital Funds

Through the Sterling Capital Funds, we manage a diversified family of mutual funds covering equity portfolios, fixed income portfolios and asset allocation strategies.

Sterling Capital experience & expertise

Ability to diversify

Opportunity for reduced costs

Ticker Fund Name Share Class YTD NAV Performance Fund Net Assets SEC 30-Day Yield Distribution Yield (NAV) Prospectus Fact Sheet
Equity Funds SBIAX Behavioral International Equity Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SBIDX Behavioral International Equity Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SBIIX Behavioral International Equity Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRCX Behavioral International Equity Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BBTGX Behavioral Large Cap Value Equity Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BCVCX Behavioral Large Cap Value Equity Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BBISX Behavioral Large Cap Value Equity Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRAX Behavioral Large Cap Value Equity Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SPSAX Behavioral Small Cap Value Equity Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SPSDX Behavioral Small Cap Value Equity Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SPSCX Behavioral Small Cap Value Equity Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRBX Behavioral Small Cap Value Equity Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BAEIX Equity Income Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BCEGX Equity Income Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BEGIX Equity Income Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STREX Equity Income Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRLX Mid Cap Relative Value Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRNX Mid Cap Relative Value Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRGX Mid Cap Relative Value Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds OVEAX Mid Value Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds OVECX Mid Value Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds OVEIX Mid Value Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRMX Mid Value Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STMMX Real Estate Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STMOX Real Estate Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STMDX Real Estate Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SCREX Real Estate Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STSNX Small Cap Value Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STSOX Small Cap Value Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STSCX Small Cap Value Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SCSIX Small Cap Value Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SMDPX SMID Opportunities Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SMDQX SMID Opportunities Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds SMDOX SMID Opportunities Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BOPAX Special Opportunities Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BOPCX Special Opportunities Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds BOPIX Special Opportunities Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Equity Funds STRSX Special Opportunities Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BGVAX Intermediate U.S. Government Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BIUCX Intermediate U.S. Government Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BBGVX Intermediate U.S. Government Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds SCCMX Long Duration Corporate Bond Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds SCCNX Long Duration Corporate Bond Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds SCCPX Long Duration Corporate Bond Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds STRFX Long Duration Corporate Bond Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BNCAX NC Intermediate Tax-Free Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BBNCX NC Intermediate Tax-Free Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BBNTX NC Intermediate Tax-Free Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds SCSSX Quality Income Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds SCSTX Quality Income Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds SCSTX Quality Income Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BSGAX Short Duration Bond Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BBSCX Short Duration Bond Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BBSGX Short Duration Bond Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds SHTRX Short Duration Bond Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BASCX SC Intermediate Tax-Free Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BSCCX SC Intermediate Tax-Free Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BSCIX SC Intermediate Tax-Free Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BICAX Total Return Bond Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BICCX Total Return Bond Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BIBTX Total Return Bond Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds STRDX Total Return Bond Fund R6 XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BUSRX Ultra Short Bond Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BUSIX Ultra Short Bond Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BVAAX VA Intermediate Tax-Free Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BVACX VA Intermediate Tax-Free Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BVATX VA Intermediate Tax-Free Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BWVAX WV Intermediate Tax-Free Fund A XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds BWVCX WV Intermediate Tax-Free Fund C XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF
Fixed Income Funds OWVAX WV Intermediate Tax-Free Fund I XX.XX% $XX.XXB XX.XX% XX.XX% Docs PDF

All investing involves risk, including the possible loss of principal.

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