Sterling Capital Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.83-1.33
    Category Average8.06-1.8511.1513.83-0.66
    Assets for Each Yr*7.356.457.047.447.18
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.33 7.45 6.89

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,184 mil $1,000 17.61 82.39
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 73.39 1.27 Average
    International Stock 3.0 1.06 1.10 Average
    Municipal Bond 2.4 6.08 0.99 Average
    Taxable Bond 3.6 20.75 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.49 1.08
    Discover Financial Services* Financial Services -7.64 1.03
    Accenture PLC A* Technology 7.28 0.92
    Merck & Co Inc* Healthcare 35.15 0.91
    Alphabet Inc Class C* Technology -0.99 0.87
    CBS Corp Class B* Consumer Cyclical -2.53 0.83
    PepsiCo Inc* Consumer Defensive -0.10 0.83
    Comcast Corp Class A* Communication Services -4.00 0.73
    Lowe's Companies Inc* Consumer Cyclical 4.77 0.71
    Medtronic PLC* Healthcare 15.83 0.69
    Ryman Hospitality Properties Inc* RealEstate 12.18 0.67
    United Parcel Service Inc Class * Industrials -5.89 0.65
    Discovery Inc C* Consumer Cyclical 36.47 0.63
    CBRE Group Inc* RealEstate -1.48 0.63
    Wells Fargo & Co* Financial Services -10.37 0.63
    Pfizer Inc* Healthcare 23.91 0.58
    Akamai Technologies Inc* Technology 6.38 0.56
    Norwegian Cruise Line Holdings L* Consumer Cyclical -7.06 0.56
    Capital One Financial Corp* Financial Services -8.11 0.52
    Red Hat Inc* Technology 44.01 0.52

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.80
    Sterling Capital SC Robert F. Millikan 10.80
    Sterling Capital VA Robert F. Millikan 10.80
    Sterling Capital WV Robert F. Millikan 10.80
    Sterling Capital KY Robert F. Millikan 9.30

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 2.10
    Sterling Capital Div Shane A. Burke 2.90
    Sterling Capital Sec Michael Z. Sun 3.50
    Sterling Capital Beh Robert W. Bridges 4.00
    Sterling Capital Beh Robert W. Bridges 5.20