Sterling Capital Funds Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-0.1812.4413.83-5.456.70
    Category Average-1.8511.1513.83-6.007.12
    Assets for Each Yr*6.457.047.446.616.90
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 6.70 10.27 7.07

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,896 mil $1,000 17.57 82.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 71.99 1.18 Average
    International Stock 3.0 1.11 0.96 Below Avg
    Municipal Bond 2.1 5.98 1.00 Average
    Taxable Bond 3.5 22.09 0.89 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Verizon Communications Inc* Communication Services -0.32 1.06
    Cisco Systems Inc* Technology 15.35 1.01
    Accenture PLC A* Technology 13.10 0.92
    General Motors Co* Consumer Cyclical 18.18 0.86
    PepsiCo Inc* Consumer Defensive 4.93 0.84
    Comcast Corp Class A* Communication Services 10.28 0.82
    Honeywell International Inc* Industrials 16.02 0.80
    Medtronic PLC* Healthcare 1.51 0.78
    United Parcel Service Inc Class * Industrials 13.58 0.69
    CBS Corp Class B* Consumer Cyclical 15.67 0.66
    Wells Fargo & Co* Financial Services 8.14 0.59
    Verisk Analytics Inc* Industrials 14.11 0.56
    Akamai Technologies Inc* Technology 15.37 0.52
    Ecolab Inc* Basic Materials 13.55 0.51
    Morgan Stanley* Financial Services 7.09 0.51
    Activision Blizzard Inc* Technology -4.49 0.50
    Delta Air Lines Inc* Industrials 3.85 0.48
    Alaska Air Group Inc* Industrials 6.67 0.47
    Intuit Inc* Technology 19.43 0.47
    Hologic Inc* Healthcare 12.63 0.46

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 11.10
    Sterling Capital SC Robert F. Millikan 11.10
    Sterling Capital VA Robert F. Millikan 11.10
    Sterling Capital WV Robert F. Millikan 11.10
    Sterling Capital Tot Mark M. Montgomery 9.60

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital Int Neil T. Grant 1.60
    Sterling Capital SMI Adam B. Bergman 2.40
    Sterling Capital Div Shane A. Burke 3.20
    Sterling Capital Sec Michael Z. Sun 3.70
    Sterling Capital Beh Robert W. Bridges 4.20