Sterling Capital Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return21.266.60-0.3912.406.37
    Category Average23.137.97-1.8311.117.04
    Assets for Each Yr*6.797.446.527.087.11
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.37 6.85 10.01

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,108 mil $1,000 21.88 78.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 71.44 1.36 Above Avg
    International Stock -- 1.12 1.22 Average
    Municipal Bond 2.8 7.32 1.00 Average
    Taxable Bond 3.6 17.18 0.94 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Ryman Hospitality Properties Inc* RealEstate -4.00 1.04
    Accenture PLC A* Technology 9.96 1.03
    CBS Corp Class B* Consumer Cyclical 3.82 0.96
    Abbott Laboratories* Healthcare 30.40 0.95
    Omnicom Group Inc* Consumer Cyclical -7.47 0.95
    AbbVie Inc* Healthcare 14.61 0.94
    Discover Financial Services* Financial Services -16.08 0.92
    HCA Healthcare Inc* Healthcare 5.09 0.91
    Microsoft Corp* Technology 18.39 0.90
    Verizon Communications Inc* Communication Services -7.04 0.89
    PepsiCo Inc* Consumer Defensive 14.64 0.88
    Johnson & Johnson* Healthcare 16.90 0.87
    Honeywell International Inc* Industrials 18.99 0.85
    Qualcomm Inc* Technology -18.14 0.85
    United Parcel Service Inc Class * Industrials 0.67 0.84
    Maxim Integrated Products Inc* Technology 15.76 0.83
    Merck & Co Inc* Healthcare 6.64 0.82
    Wells Fargo & Co* Financial Services -3.92 0.81
    Anthem Inc* Healthcare 34.42 0.79
    Alphabet Inc C* Technology 18.03 0.77

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

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

    Lowest Expenses | More
    08-17-17

    Highest Expenses | More
    08-17-17

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.50
    Sterling Capital SC Robert F. Millikan 9.50
    Sterling Capital VA Robert F. Millikan 9.50
    Sterling Capital WV Robert F. Millikan 9.50
    Sterling Capital Tot Mark M. Montgomery 8.10

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 0.90
    Sterling Capital Div Shane A. Burke 1.70
    Sterling Capital Sec Michael Z. Sun 2.20
    Sterling Capital Beh Robert W. Bridges 2.70
    Sterling Capital Lon Michael D. Gregory 3.00