Sterling Capital Funds Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.833.29
    Category Average8.06-1.8511.1513.832.95
    Assets for Each Yr*7.356.457.047.447.71
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.29 10.37 10.38

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,705 mil $1,000 19.08 80.92
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 72.88 1.27 Average
    International Stock 5.0 1.17 1.10 Average
    Municipal Bond 2.6 6.31 0.99 Average
    Taxable Bond 3.6 17.35 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    HCA Healthcare Inc* Healthcare 14.24 1.15
    Discover Financial Services* Financial Services 2.63 1.06
    AbbVie Inc* Healthcare 22.66 1.06
    Abbott Laboratories* Healthcare 3.85 1.04
    Microsoft Corp* Technology 7.45 0.99
    Accenture PLC A* Technology 4.81 0.98
    Verizon Communications Inc* Communication Services -8.28 0.95
    Omnicom Group Inc* Consumer Cyclical 5.77 0.90
    Ryman Hospitality Properties Inc* RealEstate -0.62 0.89
    Alphabet Inc C* Technology 6.21 0.88
    Maxim Integrated Products Inc* Technology 18.11 0.82
    Honeywell International Inc* Industrials 0.45 0.81
    PepsiCo Inc* Consumer Defensive -9.94 0.81
    Lowe's Companies Inc* Consumer Cyclical 3.02 0.80
    CBRE Group Inc* RealEstate 2.70 0.78
    Johnson & Johnson* Healthcare -7.02 0.78
    Cisco Systems Inc* Technology 13.84 0.76
    Comcast Corp Class A* Communication Services -2.20 0.76
    Analog Devices Inc* Technology -0.70 0.76
    CBS Corp Class B* Consumer Cyclical -6.14 0.75

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.10
    Sterling Capital SC Robert F. Millikan 10.10
    Sterling Capital VA Robert F. Millikan 10.10
    Sterling Capital WV Robert F. Millikan 10.10
    Sterling Capital Tot Mark M. Montgomery 8.60

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.40
    Sterling Capital Div Shane A. Burke 2.20
    Sterling Capital Sec Michael Z. Sun 2.70
    Sterling Capital Beh Robert W. Bridges 3.20
    Sterling Capital Beh Robert W. Bridges 4.50