Sterling Capital Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return21.266.60-0.3912.409.03
    Category Average23.137.97-1.8311.119.42
    Assets for Each Yr*6.797.446.527.087.24
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.03 7.66 9.80

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,237 mil $1,000 20.06 79.94
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 71.39 1.36 Above Avg
    International Stock -- 1.14 1.22 Average
    Municipal Bond 2.8 6.95 1.00 Average
    Taxable Bond 3.5 17.64 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 21.26 1.04
    AbbVie Inc* Healthcare 57.55 1.01
    Ryman Hospitality Properties Inc* RealEstate 6.59 0.99
    Abbott Laboratories* Healthcare 49.39 0.98
    Omnicom Group Inc* Consumer Cyclical -11.48 0.95
    CBS Corp Class B* Consumer Cyclical -6.54 0.93
    Microsoft Corp* Technology 28.71 0.92
    Discover Financial Services* Financial Services -6.34 0.91
    HCA Healthcare Inc* Healthcare 9.50 0.90
    Verizon Communications Inc* Communication Services -2.86 0.89
    PepsiCo Inc* Consumer Defensive 8.93 0.88
    Johnson & Johnson* Healthcare 25.75 0.87
    United Parcel Service Inc Class * Industrials 6.64 0.87
    Maxim Integrated Products Inc* Technology 37.70 0.86
    Honeywell International Inc* Industrials 27.19 0.86
    Qualcomm Inc* Technology -17.65 0.84
    Merck & Co Inc* Healthcare 10.91 0.82
    Anthem Inc* Healthcare 36.81 0.81
    Gilead Sciences Inc* Healthcare 15.58 0.80
    Alphabet Inc C* Technology 28.04 0.79

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.70
    Sterling Capital SC Robert F. Millikan 9.70
    Sterling Capital VA Robert F. Millikan 9.70
    Sterling Capital WV Robert F. Millikan 9.70
    Sterling Capital Tot Mark M. Montgomery 8.30

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.10
    Sterling Capital Div Shane A. Burke 1.90
    Sterling Capital Sec Michael Z. Sun 2.40
    Sterling Capital Beh Robert W. Bridges 2.90
    Sterling Capital Lon Michael D. Gregory 3.70