Sterling Capital Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return21.256.60-0.3912.403.43
    Category Average23.177.98-1.8411.103.46
    Assets for Each Yr*6.827.476.537.087.27
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.43 6.41 9.09

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,272 mil $1,000 22.46 77.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 73.27 1.44 Above Avg
    International Stock -- 1.02 1.22 Average
    Municipal Bond 2.8 7.35 1.00 Average
    Taxable Bond 3.5 15.48 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Ryman Hospitality Properties Inc* RealEstate 4.16 1.13
    Omnicom Group Inc* Consumer Cyclical -1.73 1.05
    Discover Financial Services* Financial Services -10.36 1.05
    HCA Holdings Inc* Healthcare 12.73 1.04
    CBS Corp Class B* Consumer Cyclical 4.56 0.99
    Accenture PLC A* Technology 3.90 0.98
    Verizon Communications Inc* Communication Services -10.41 0.98
    Abbott Laboratories* Healthcare 15.02 0.96
    Merck & Co Inc* Healthcare 7.10 0.92
    Anthem Inc* Healthcare 24.47 0.90
    Qualcomm Inc* Technology -17.58 0.90
    Microsoft Corp* Technology 10.49 0.89
    PepsiCo Inc* Consumer Defensive 8.37 0.88
    Maxim Integrated Products Inc* Technology 17.73 0.86
    Wells Fargo & Co* Financial Services -0.53 0.85
    AbbVie Inc* Healthcare 7.55 0.83
    United Parcel Service Inc Class * Industrials -4.34 0.80
    Johnson & Johnson* Healthcare 8.10 0.79
    Honeywell International Inc* Industrials 12.68 0.77
    General Motors Co* Consumer Cyclical 0.23 0.75

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.20
    Sterling Capital SC Robert F. Millikan 9.20
    Sterling Capital VA Robert F. Millikan 9.20
    Sterling Capital WV Robert F. Millikan 9.20
    Sterling Capital Tot Mark M. Montgomery 7.80

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 0.60
    Sterling Capital Div Shane A. Burke 1.40
    Sterling Capital Sec Michael Z. Sun 1.90
    Sterling Capital Beh Robert W. Bridges 2.40
    Sterling Capital Lon Michael D. Gregory 2.70