Sterling Capital Funds Fund Family Report
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  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.834.23
    Category Average8.06-1.8511.1513.835.85
    Assets for Each Yr*7.356.457.047.447.61
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 4.23 11.24 8.68

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,610 mil $1,000 17.66 82.34
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 75.12 1.27 Average
    International Stock 4.0 1.09 1.10 Average
    Municipal Bond 2.5 5.84 0.99 Average
    Taxable Bond 3.5 19.33 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-16-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 1.09
    Abbott Laboratories* Healthcare 21.29 1.09
    CVS Health Corp* Healthcare 3.02 0.94
    Alphabet Inc Class C* Technology 3.15 0.91
    Honeywell International Inc* Industrials 1.63 0.84
    Lowe's Companies Inc* Consumer Cyclical 13.55 0.81
    CBS Corp Class B* Consumer Cyclical -7.86 0.80
    PepsiCo Inc* Consumer Defensive -10.17 0.77
    Johnson & Johnson* Healthcare -2.32 0.74
    Norwegian Cruise Line Holdings L* Consumer Cyclical -4.94 0.66
    Omnicom Group Inc* Consumer Cyclical -4.06 0.63
    Occidental Petroleum Corp* Energy 7.05 0.61
    Wells Fargo & Co* Financial Services -13.22 0.58
    UnitedHealth Group Inc* Healthcare 17.79 0.51
    Bristol-Myers Squibb Company* Healthcare -3.56 0.49
    BioTelemetry Inc* Healthcare 73.11 0.47
    Qualcomm Inc* Technology 3.26 0.46
    United Rentals Inc* Industrials -18.66 0.43
    Alaska Air Group Inc* Industrials -17.33 0.42
    PolyOne Corp* Basic Materials -15.05 0.39

    Best 5-Year Relative Performance | More
    10-16-18

    Worst 5-Year Relative Performance | More
    10-16-18

    Lowest Expenses | More
    10-16-18

    Highest Expenses | More
    10-16-18

    Longest Manager Tenure | More
    10-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.70
    Sterling Capital SC Robert F. Millikan 10.70
    Sterling Capital VA Robert F. Millikan 10.70
    Sterling Capital WV Robert F. Millikan 10.70
    Sterling Capital KY Robert F. Millikan 9.20

    Shortest Manager Tenure | More
    10-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 2.00
    Sterling Capital Div Shane A. Burke 2.90
    Sterling Capital Sec Michael Z. Sun 3.40
    Sterling Capital Beh Robert W. Bridges 3.90
    Sterling Capital Beh Robert W. Bridges 5.20