Sterling Capital Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-0.1812.4413.83-5.4512.69
    Category Average-1.8411.2313.89-6.0013.77
    Assets for Each Yr*6.457.047.446.617.17
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 12.69 9.85 7.20

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,167 mil $1,000 17.34 82.66
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 72.21 1.18 Average
    International Stock 3.0 1.08 0.96 Below Avg
    Municipal Bond 2.4 5.83 1.00 Average
    Taxable Bond 2.9 3.66 0.91 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-17-19

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 31.62 1.11
    Verizon Communications Inc* Communication Services 5.47 1.04
    Crown Castle International Corp* RealEstate 18.18 1.00
    PepsiCo Inc* Consumer Defensive 18.97 0.91
    Norwegian Cruise Line Holdings L* Consumer Cyclical 34.28 0.74
    CBRE Group Inc* RealEstate 18.13 0.72
    United Parcel Service Inc Class * Industrials 3.89 0.67
    CBS Corp Class B* Consumer Cyclical 11.07 0.66
    HCA Healthcare Inc* Healthcare -0.43 0.60
    Ryman Hospitality Properties Inc* RealEstate 29.39 0.58
    Akamai Technologies Inc* Technology 26.96 0.57
    Verisk Analytics Inc* Industrials 30.43 0.57
    Gilead Sciences Inc* Healthcare 7.10 0.52
    Occidental Petroleum Corp* Energy -12.77 0.51
    CACI International Inc Class A* Technology 41.46 0.50
    Alaska Air Group Inc* Industrials 3.11 0.49
    Affiliated Managers Group Inc* Financial Services -8.09 0.41
    The Hanover Insurance Group Inc* Financial Services 8.56 0.38
    UnitedHealth Group Inc* Healthcare -2.75 0.38
    West Pharmaceutical Services Inc* Healthcare 19.06 0.38

    Best 5-Year Relative Performance | More
    05-17-19

    Worst 5-Year Relative Performance | More
    05-17-19

    Lowest Expenses | More
    05-17-19

    Highest Expenses | More
    05-17-19

    Longest Manager Tenure | More
    05-17-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 11.30
    Sterling Capital SC Robert F. Millikan 11.30
    Sterling Capital VA Robert F. Millikan 11.30
    Sterling Capital WV Robert F. Millikan 11.30
    Sterling Capital KY Robert F. Millikan 9.80

    Shortest Manager Tenure | More
    05-17-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital Int Neil T. Grant 1.80
    Sterling Capital SMI Adam B. Bergman 2.60
    Sterling Capital Div Shane A. Burke 3.40
    Sterling Capital Sec Michael Z. Sun 4.00
    Sterling Capital Beh Robert W. Bridges 4.50