Sterling Capital Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.83-1.54
    Category Average8.06-1.8511.1513.83-0.92
    Assets for Each Yr*7.356.457.047.447.42
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.54 6.95 8.52

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,415 mil $1,000 17.29 82.71
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 71.02 1.27 Average
    International Stock 5.0 1.14 1.10 Average
    Municipal Bond 2.5 6.37 0.99 Average
    Taxable Bond 3.6 19.26 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    HCA Healthcare Inc* Healthcare 11.34 1.20
    Abbott Laboratories* Healthcare 4.70 1.04
    Discover Financial Services* Financial Services -4.23 1.02
    Accenture PLC A* Technology 0.42 0.96
    Microsoft Corp* Technology 11.55 0.96
    Ryman Hospitality Properties Inc* RealEstate 15.47 0.95
    Verizon Communications Inc* Communication Services -7.27 0.94
    AbbVie Inc* Healthcare -2.52 0.90
    Maxim Integrated Products Inc* Technology 4.86 0.85
    Analog Devices Inc* Technology 1.36 0.83
    Alphabet Inc C* Technology 2.54 0.81
    Cisco Systems Inc* Technology 16.74 0.81
    CBRE Group Inc* RealEstate 9.51 0.80
    Crown Castle International Corp* RealEstate -6.61 0.78
    Honeywell International Inc* Industrials -1.33 0.78
    PepsiCo Inc* Consumer Defensive -13.87 0.77
    Verisk Analytics Inc* Industrials 11.85 0.77
    CBS Corp Class B* Consumer Cyclical -16.08 0.75
    Johnson & Johnson* Healthcare -8.75 0.74
    Omnicom Group Inc* Consumer Cyclical 2.07 0.74

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.20
    Sterling Capital SC Robert F. Millikan 10.20
    Sterling Capital VA Robert F. Millikan 10.20
    Sterling Capital WV Robert F. Millikan 10.20
    Sterling Capital Tot Mark M. Montgomery 8.80

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.60
    Sterling Capital Div Shane A. Burke 2.40
    Sterling Capital Sec Michael Z. Sun 2.90
    Sterling Capital Beh Robert W. Bridges 3.40
    Sterling Capital Beh Robert W. Bridges 4.70