Sterling Capital Funds Fund Family Report
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  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.830.17
    Category Average8.06-1.8511.1513.831.61
    Assets for Each Yr*7.356.457.047.447.48
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.17 7.21 8.36

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,483 mil $1,000 18.25 81.75
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 74.82 1.27 Average
    International Stock 4.0 1.13 1.10 Average
    Municipal Bond 2.5 6.27 0.99 Average
    Taxable Bond 3.6 19.18 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-15-18

      Sector YTD Return % % Net Assets  
    HCA Healthcare Inc* Healthcare 22.05 1.26
    Discover Financial Services* Financial Services -2.15 1.04
    Abbott Laboratories* Healthcare 11.21 1.01
    Microsoft Corp* Technology 18.04 1.00
    Accenture PLC A* Technology 7.66 0.96
    AbbVie Inc* Healthcare 4.68 0.93
    Verizon Communications Inc* Communication Services -6.97 0.93
    Analog Devices Inc* Technology 15.08 0.88
    Ryman Hospitality Properties Inc* RealEstate 21.11 0.86
    Alphabet Inc C* Technology 10.12 0.85
    Cisco Systems Inc* Technology 17.15 0.84
    Maxim Integrated Products Inc* Technology 19.36 0.82
    General Motors Co* Consumer Cyclical 8.98 0.80
    Honeywell International Inc* Industrials -1.07 0.79
    CVS Health Corp* Healthcare -1.94 0.78
    Lowe's Companies Inc* Consumer Cyclical 7.60 0.77
    Nielsen Holdings PLC* Industrials -11.87 0.77
    Crown Castle International Corp* RealEstate -7.04 0.76
    Merck & Co Inc* Healthcare 11.94 0.76
    CBS Corp Class B* Consumer Cyclical -4.29 0.73

    Best 5-Year Relative Performance | More
    06-15-18

    Worst 5-Year Relative Performance | More
    06-15-18

    Lowest Expenses | More
    06-15-18

    Highest Expenses | More
    06-15-18

    Longest Manager Tenure | More
    06-15-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.40
    Sterling Capital SC Robert F. Millikan 10.40
    Sterling Capital VA Robert F. Millikan 10.40
    Sterling Capital WV Robert F. Millikan 10.40
    Sterling Capital Tot Mark M. Montgomery 8.90

    Shortest Manager Tenure | More
    06-15-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.70
    Sterling Capital Div Shane A. Burke 2.50
    Sterling Capital Sec Michael Z. Sun 3.00
    Sterling Capital Beh Robert W. Bridges 3.50
    Sterling Capital Beh Robert W. Bridges 4.80