Sterling Capital Funds Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return21.266.60-0.3912.4013.01
    Category Average23.137.97-1.8311.1113.06
    Assets for Each Yr*6.797.446.527.087.53
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 13.01 8.17 10.56

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,532 mil $1,000 19.69 80.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 72.16 1.27 Average
    International Stock 4.7 1.10 1.10 Average
    Municipal Bond 2.7 6.53 0.99 Average
    Taxable Bond 3.6 17.40 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 30.68 1.04
    AbbVie Inc* Healthcare 57.31 1.01
    Ryman Hospitality Properties Inc* RealEstate 12.13 0.99
    Abbott Laboratories* Healthcare 45.01 0.98
    Omnicom Group Inc* Consumer Cyclical -11.73 0.95
    CBS Corp Class B* Consumer Cyclical -8.54 0.93
    Microsoft Corp* Technology 37.99 0.92
    Discover Financial Services* Financial Services 4.18 0.91
    HCA Healthcare Inc* Healthcare 14.62 0.90
    Verizon Communications Inc* Communication Services 0.06 0.89
    PepsiCo Inc* Consumer Defensive 14.44 0.88
    Johnson & Johnson* Healthcare 24.91 0.87
    United Parcel Service Inc Class * Industrials 7.19 0.87
    Maxim Integrated Products Inc* Technology 38.11 0.86
    Honeywell International Inc* Industrials 35.00 0.86
    Qualcomm Inc* Technology 1.96 0.84
    Merck & Co Inc* Healthcare -3.21 0.82
    Anthem Inc* Healthcare 58.27 0.81
    Gilead Sciences Inc* Healthcare 5.82 0.80
    Delphi Automotive PLC* Consumer Cyclical 51.31 0.79

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.90
    Sterling Capital SC Robert F. Millikan 9.90
    Sterling Capital VA Robert F. Millikan 9.90
    Sterling Capital WV Robert F. Millikan 9.90
    Sterling Capital Tot Mark M. Montgomery 8.40

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.20
    Sterling Capital Div Shane A. Burke 2.00
    Sterling Capital Sec Michael Z. Sun 2.50
    Sterling Capital Beh Robert W. Bridges 3.00
    Sterling Capital Lon Michael D. Gregory 3.90