Sterling Capital Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.83-1.91
    Category Average8.06-1.8511.1513.83-0.71
    Assets for Each Yr*7.356.457.047.447.36
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.91 6.88 8.18

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,361 mil $1,000 18.23 81.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 74.49 1.27 Average
    International Stock 5.0 1.18 1.10 Average
    Municipal Bond 2.5 6.37 0.99 Average
    Taxable Bond 3.6 19.35 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    HCA Healthcare Inc* Healthcare 18.34 1.19
    Discover Financial Services* Financial Services 0.91 1.02
    Abbott Laboratories* Healthcare 10.51 0.97
    Verizon Communications Inc* Communication Services -5.88 0.97
    Microsoft Corp* Technology 15.91 0.96
    Accenture PLC A* Technology 2.50 0.94
    AbbVie Inc* Healthcare 8.38 0.93
    Ryman Hospitality Properties Inc* RealEstate 20.81 0.89
    Cisco Systems Inc* Technology 15.38 0.88
    Analog Devices Inc* Technology 7.29 0.80
    Alphabet Inc C* Technology 3.14 0.80
    Verisk Analytics Inc* Industrials 10.90 0.79
    Honeywell International Inc* Industrials -0.52 0.78
    Maxim Integrated Products Inc* Technology 13.33 0.77
    Merck & Co Inc* Healthcare 5.94 0.76
    CVS Health Corp* Healthcare -8.80 0.76
    Omnicom Group Inc* Consumer Cyclical -0.21 0.75
    Johnson & Johnson* Healthcare -11.90 0.73
    Crown Castle International Corp* RealEstate -7.31 0.73
    CBS Corp Class B* Consumer Cyclical -13.93 0.72

    Best 5-Year Relative Performance | More
    05-24-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Lowest Expenses | More
    05-24-18

    Highest Expenses | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.30
    Sterling Capital SC Robert F. Millikan 10.30
    Sterling Capital VA Robert F. Millikan 10.30
    Sterling Capital WV Robert F. Millikan 10.30
    Sterling Capital Tot Mark M. Montgomery 8.90

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.60
    Sterling Capital Div Shane A. Burke 2.50
    Sterling Capital Sec Michael Z. Sun 3.00
    Sterling Capital Beh Robert W. Bridges 3.50
    Sterling Capital Beh Robert W. Bridges 4.80