Sterling Capital Funds Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return21.266.60-0.3912.4010.03
    Category Average23.137.97-1.8311.1110.70
    Assets for Each Yr*6.797.446.527.087.35
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 10.03 7.58 10.05

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,354 mil $1,000 19.86 80.14
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 71.63 1.36 Above Avg
    International Stock -- 1.12 1.22 Average
    Municipal Bond 2.7 6.78 1.00 Average
    Taxable Bond 3.5 17.63 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 27.70 1.04
    AbbVie Inc* Healthcare 54.95 1.01
    Ryman Hospitality Properties Inc* RealEstate 10.63 0.99
    Abbott Laboratories* Healthcare 47.36 0.98
    Omnicom Group Inc* Consumer Cyclical -18.81 0.95
    CBS Corp Class B* Consumer Cyclical -10.50 0.93
    Microsoft Corp* Technology 36.45 0.92
    Discover Financial Services* Financial Services -8.77 0.91
    HCA Healthcare Inc* Healthcare 2.63 0.90
    Verizon Communications Inc* Communication Services -11.78 0.89
    PepsiCo Inc* Consumer Defensive 12.39 0.88
    Johnson & Johnson* Healthcare 22.69 0.87
    United Parcel Service Inc Class * Industrials 2.08 0.87
    Maxim Integrated Products Inc* Technology 41.46 0.86
    Honeywell International Inc* Industrials 29.15 0.86
    Qualcomm Inc* Technology 3.96 0.84
    Merck & Co Inc* Healthcare -3.89 0.82
    Anthem Inc* Healthcare 55.03 0.81
    Gilead Sciences Inc* Healthcare 3.30 0.80
    Alphabet Inc C* Technology 33.77 0.79

    Best 5-Year Relative Performance | More
    11-16-17

    Worst 5-Year Relative Performance | More
    11-16-17

    Lowest Expenses | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.80
    Sterling Capital SC Robert F. Millikan 9.80
    Sterling Capital VA Robert F. Millikan 9.80
    Sterling Capital WV Robert F. Millikan 9.80
    Sterling Capital KY Robert F. Millikan 8.30

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.10
    Sterling Capital Div Shane A. Burke 1.90
    Sterling Capital Sec Michael Z. Sun 2.50
    Sterling Capital Beh Robert W. Bridges 3.00
    Sterling Capital Lon Michael D. Gregory 3.80