Sterling Capital Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return21.266.60-0.3912.403.80
    Category Average23.137.97-1.8311.114.60
    Assets for Each Yr*6.797.446.527.087.09
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.80 5.85 10.18

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,088 mil $1,000 22.57 77.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 71.76 1.36 Average
    International Stock -- 1.07 1.22 Average
    Municipal Bond 2.8 7.48 1.00 Average
    Taxable Bond 3.5 16.77 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    Ryman Hospitality Properties Inc* RealEstate 6.27 1.16
    HCA Healthcare Inc* Healthcare 16.37 0.99
    Accenture PLC A* Technology 5.26 0.99
    Omnicom Group Inc* Consumer Cyclical -2.07 0.98
    Abbott Laboratories* Healthcare 29.65 0.95
    Discover Financial Services* Financial Services -15.61 0.95
    Merck & Co Inc* Healthcare 13.74 0.91
    CBS Corp Class B* Consumer Cyclical -1.12 0.89
    Anthem Inc* Healthcare 35.40 0.87
    Microsoft Corp* Technology 14.32 0.86
    PepsiCo Inc* Consumer Defensive 12.50 0.86
    AbbVie Inc* Healthcare 18.91 0.85
    Qualcomm Inc* Technology -11.70 0.85
    Maxim Integrated Products Inc* Technology 20.33 0.84
    Verizon Communications Inc* Communication Services -12.75 0.82
    Wells Fargo & Co* Financial Services -3.38 0.82
    Honeywell International Inc* Industrials 16.88 0.81
    United Parcel Service Inc Class * Industrials -3.41 0.80
    Johnson & Johnson* Healthcare 19.51 0.78
    Alphabet Inc C* Technology 24.00 0.76

    Best 5-Year Relative Performance | More
    06-22-17

    Worst 5-Year Relative Performance | More
    06-22-17

    Lowest Expenses | More
    06-22-17

    Highest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.40
    Sterling Capital SC Robert F. Millikan 9.40
    Sterling Capital VA Robert F. Millikan 9.40
    Sterling Capital WV Robert F. Millikan 9.40
    Sterling Capital KY Robert F. Millikan 7.90

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 0.70
    Sterling Capital Div Shane A. Burke 1.50
    Sterling Capital Sec Michael Z. Sun 2.10
    Sterling Capital Beh Robert W. Bridges 2.60
    Sterling Capital Lon Michael D. Gregory 2.90