Sterling Capital Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.1812.4413.83-5.45--
    Category Average-1.8511.1513.83-6.002.95
    Assets for Each Yr*6.457.047.446.616.61
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.45 6.56 5.21

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,609 mil $1,000 17.50 82.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 70.73 1.18 Average
    International Stock 3.0 1.07 0.96 Below Avg
    Municipal Bond 2.1 6.23 1.00 Average
    Taxable Bond 3.5 23.17 0.89 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Verizon Communications Inc* Communication Services 2.62 1.17
    Microsoft Corp* Technology 6.05 1.09
    Merck & Co Inc* Healthcare -0.71 0.98
    Discover Financial Services* Financial Services 12.53 0.94
    Accenture PLC A* Technology 6.69 0.88
    Lowe's Companies Inc* Consumer Cyclical 2.84 0.77
    Johnson & Johnson* Healthcare 1.27 0.69
    United Parcel Service Inc Class * Industrials 4.17 0.66
    HCA Healthcare Inc* Healthcare 8.11 0.63
    Wells Fargo & Co* Financial Services 8.53 0.58
    Ecolab Inc* Basic Materials 4.85 0.56
    Carnival Corp* Consumer Cyclical 11.32 0.50
    Morgan Stanley* Financial Services 10.19 0.49
    Bristol-Myers Squibb Company* Healthcare -2.79 0.47
    Hologic Inc* Healthcare 7.35 0.46
    Aptiv PLC* Consumer Cyclical 18.45 0.42
    Moog Inc A* Industrials 5.14 0.42
    Casey's General Stores Inc* Consumer Defensive 4.60 0.41
    EnerSys* Technology 9.25 0.41
    UnitedHealth Group Inc* Healthcare 6.58 0.41

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 11.00
    Sterling Capital SC Robert F. Millikan 11.00
    Sterling Capital VA Robert F. Millikan 11.00
    Sterling Capital WV Robert F. Millikan 11.00
    Sterling Capital Tot Mark M. Montgomery 9.50

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 2.30
    Sterling Capital Div Shane A. Burke 3.10
    Sterling Capital Sec Michael Z. Sun 3.60
    Sterling Capital Beh Robert W. Bridges 4.20
    Sterling Capital Beh Robert W. Bridges 5.40