Sterling Capital Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return6.60-0.3912.4013.81--
    Category Average7.97-1.8311.1113.831.21
    Assets for Each Yr*7.446.527.087.477.47
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.81 8.41 10.50

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,469 mil $1,000 19.76 80.24
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 71.64 1.27 Average
    International Stock 5.0 1.12 1.10 Average
    Municipal Bond 2.7 6.57 0.99 Average
    Taxable Bond 3.5 17.83 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 3.18 1.04
    AbbVie Inc* Healthcare 6.71 1.01
    Ryman Hospitality Properties Inc* RealEstate 8.07 0.99
    Abbott Laboratories* Healthcare 2.89 0.98
    Omnicom Group Inc* Consumer Cyclical 2.05 0.95
    CBS Corp Class B* Consumer Cyclical 0.73 0.93
    Microsoft Corp* Technology 3.29 0.92
    Discover Financial Services* Financial Services 2.63 0.91
    HCA Healthcare Inc* Healthcare 1.08 0.90
    Verizon Communications Inc* Communication Services -1.28 0.89
    PepsiCo Inc* Consumer Defensive -1.72 0.88
    Johnson & Johnson* Healthcare 5.11 0.87
    United Parcel Service Inc Class * Industrials 11.52 0.87
    Maxim Integrated Products Inc* Technology 3.92 0.86
    Honeywell International Inc* Industrials 2.95 0.86
    Qualcomm Inc* Technology 6.61 0.84
    Merck & Co Inc* Healthcare 10.31 0.82
    Anthem Inc* Healthcare 7.44 0.81
    Gilead Sciences Inc* Healthcare 12.02 0.80
    Delphi Automotive PLC* Consumer Cyclical 9.11 0.79

    Best 5-Year Relative Performance | More
    01-16-18

    Worst 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.00
    Sterling Capital SC Robert F. Millikan 10.00
    Sterling Capital VA Robert F. Millikan 10.00
    Sterling Capital WV Robert F. Millikan 10.00
    Sterling Capital Tot Mark M. Montgomery 8.50

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.30
    Sterling Capital Div Shane A. Burke 2.10
    Sterling Capital Sec Michael Z. Sun 2.60
    Sterling Capital Beh Robert W. Bridges 3.10
    Sterling Capital Lon Michael D. Gregory 4.00