Sterling Capital Funds Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.832.67
    Category Average8.06-1.8511.1513.834.17
    Assets for Each Yr*7.356.457.047.447.55
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.67 8.31 8.44

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,547 mil $1,000 17.86 82.14
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 74.91 1.27 Average
    International Stock 4.0 1.13 1.10 Average
    Municipal Bond 2.5 6.10 0.99 Average
    Taxable Bond 3.6 19.27 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Abbott Laboratories* Healthcare 14.88 1.04
    Microsoft Corp* Technology 27.24 1.04
    HCA Healthcare Inc* Healthcare 50.58 1.03
    Verizon Communications Inc* Communication Services 6.86 1.02
    Discover Financial Services* Financial Services 2.21 1.00
    Accenture PLC A* Technology 8.58 0.93
    Alphabet Inc C* Technology 14.77 0.93
    Analog Devices Inc* Technology 7.31 0.87
    AbbVie Inc* Healthcare 4.89 0.86
    Maxim Integrated Products Inc* Technology 16.35 0.85
    Merck & Co Inc* Healthcare 24.44 0.84
    Honeywell International Inc* Industrials 2.64 0.84
    Crown Castle International Corp* RealEstate 4.46 0.82
    PepsiCo Inc* Consumer Defensive -2.69 0.81
    Cisco Systems Inc* Technology 22.25 0.81
    Lowe's Companies Inc* Consumer Cyclical 6.82 0.80
    CVS Health Corp* Healthcare 3.70 0.79
    Ryman Hospitality Properties Inc* RealEstate 27.27 0.79
    Verisk Analytics Inc* Industrials 22.31 0.78
    Wells Fargo & Co* Financial Services -0.99 0.78

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.50
    Sterling Capital SC Robert F. Millikan 10.50
    Sterling Capital VA Robert F. Millikan 10.50
    Sterling Capital WV Robert F. Millikan 10.50
    Sterling Capital Tot Mark M. Montgomery 9.10

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.90
    Sterling Capital Div Shane A. Burke 2.70
    Sterling Capital Sec Michael Z. Sun 3.20
    Sterling Capital Beh Robert W. Bridges 3.70
    Sterling Capital Beh Robert W. Bridges 5.00