Sterling Capital Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return21.256.60-0.3912.403.75
    Category Average23.177.98-1.8411.103.49
    Assets for Each Yr*6.827.476.537.087.35
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.75 6.85 9.41

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,347 mil $1,000 22.75 77.25
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 73.34 1.44 Above Avg
    International Stock -- 0.98 1.22 Average
    Municipal Bond 2.8 7.34 1.00 Average
    Taxable Bond 3.5 15.25 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Ryman Hospitality Properties Inc* RealEstate -1.87 1.18
    Discover Financial Services* Financial Services -6.35 1.08
    Omnicom Group Inc* Consumer Cyclical -0.27 1.02
    HCA Holdings Inc* Healthcare 16.24 1.01
    Verizon Communications Inc* Communication Services -5.85 0.99
    Accenture PLC A* Technology 1.58 0.99
    Abbott Laboratories* Healthcare 17.14 0.97
    Merck & Co Inc* Healthcare 8.12 0.95
    CBS Corp Class B* Consumer Cyclical 5.44 0.93
    Anthem Inc* Healthcare 13.65 0.90
    Qualcomm Inc* Technology -11.89 0.88
    Wells Fargo & Co* Financial Services 2.00 0.87
    Microsoft Corp* Technology 5.20 0.86
    PepsiCo Inc* Consumer Defensive 7.88 0.86
    Maxim Integrated Products Inc* Technology 18.12 0.85
    AbbVie Inc* Healthcare 5.81 0.78
    Johnson & Johnson* Healthcare 9.61 0.78
    United Parcel Service Inc Class * Industrials -7.64 0.78
    General Motors Co* Consumer Cyclical 0.29 0.77
    Honeywell International Inc* Industrials 8.27 0.76

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.10
    Sterling Capital SC Robert F. Millikan 9.10
    Sterling Capital VA Robert F. Millikan 9.10
    Sterling Capital WV Robert F. Millikan 9.10
    Sterling Capital Tot Mark M. Montgomery 7.70

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 0.50
    Sterling Capital Div Shane A. Burke 1.30
    Sterling Capital Sec Michael Z. Sun 1.80
    Sterling Capital Beh Robert W. Bridges 2.30
    Sterling Capital Lon Michael D. Gregory 2.60