Sterling Capital Funds Fund Family Report
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  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return21.266.60-0.3912.405.52
    Category Average23.137.97-1.8311.115.72
    Assets for Each Yr*6.797.446.527.087.09
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 5.52 5.73 10.04

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,087 mil $1,000 22.29 77.71
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 71.77 1.36 Above Avg
    International Stock -- 1.07 1.22 Average
    Municipal Bond 2.8 7.34 1.00 Average
    Taxable Bond 3.6 16.91 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-26-17

      Sector YTD Return % % Net Assets  
    Ryman Hospitality Properties Inc* RealEstate -0.10 1.07
    Abbott Laboratories* Healthcare 33.29 1.05
    HCA Healthcare Inc* Healthcare 10.28 1.04
    Omnicom Group Inc* Consumer Cyclical -6.09 1.00
    Accenture PLC A* Technology 11.60 1.00
    AbbVie Inc* Healthcare 18.99 0.98
    CBS Corp Class B* Consumer Cyclical 5.28 0.93
    Discover Financial Services* Financial Services -11.60 0.93
    Qualcomm Inc* Technology -16.81 0.89
    PepsiCo Inc* Consumer Defensive 13.49 0.88
    Johnson & Johnson* Healthcare 15.09 0.87
    Microsoft Corp* Technology 20.42 0.85
    United Parcel Service Inc Class * Industrials -0.60 0.84
    Honeywell International Inc* Industrials 20.69 0.84
    Maxim Integrated Products Inc* Technology 18.87 0.83
    Wells Fargo & Co* Financial Services 1.02 0.83
    Anthem Inc* Healthcare 29.58 0.82
    Verizon Communications Inc* Communication Services -13.58 0.82
    Merck & Co Inc* Healthcare 6.57 0.82
    Zimmer Biomet Holdings Inc* Healthcare 25.17 0.79

    Best 5-Year Relative Performance | More
    07-26-17

    Worst 5-Year Relative Performance | More
    07-26-17

    Lowest Expenses | More
    07-26-17

    Highest Expenses | More
    07-26-17

    Longest Manager Tenure | More
    07-26-17

    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 KY Robert F. Millikan 8.00

    Shortest Manager Tenure | More
    07-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 0.80
    Sterling Capital Div Shane A. Burke 1.60
    Sterling Capital Sec Michael Z. Sun 2.20
    Sterling Capital Beh Robert W. Bridges 2.70
    Sterling Capital Lon Michael D. Gregory 3.00