Sterling Capital Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.1812.4413.83-5.4513.39
    Category Average-1.9211.5113.63-6.1413.16
    Assets for Each Yr*6.457.047.446.617.22
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.39 8.31 6.38

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,218 mil $1,000 16.63 83.37
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 69.68 1.18 Average
    International Stock 3.0 1.28 0.96 Below Avg
    Municipal Bond 2.4 6.14 1.00 Average
    Taxable Bond 4.3 23.28 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 11.60
    Sterling Capital SC Robert F. Millikan 11.60
    Sterling Capital VA Robert F. Millikan 11.60
    Sterling Capital WV Robert F. Millikan 11.60
    Sterling Capital Tot Mark M. Montgomery 10.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital Int Neil T. Grant 2.10
    Sterling Capital SMI Adam B. Bergman 3.00
    Sterling Capital Div Shane A. Burke 3.80
    Sterling Capital Sec Michael Z. Sun 4.30
    Sterling Capital Beh Robert W. Bridges 4.80