Sterling Capital Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.1812.4413.83-5.459.07
    Category Average-1.8511.1513.83-6.0010.02
    Assets for Each Yr*6.457.047.446.616.98
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.07 10.94 6.74

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,975 mil $1,000 17.64 82.36
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 72.28 1.18 Average
    International Stock 3.0 1.10 0.96 Below Avg
    Municipal Bond 2.4 5.88 1.00 Average
    Taxable Bond 3.5 21.92 0.89 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-18-19

      Sector YTD Return % % Net Assets  
    Abbott Laboratories* Healthcare 9.43 1.18
    Verizon Communications Inc* Communication Services 4.36 1.08
    Accenture PLC A* Technology 18.03 0.96
    Alphabet Inc Class C* Technology 14.35 0.93
    Honeywell International Inc* Industrials 19.40 0.85
    PepsiCo Inc* Consumer Defensive 6.99 0.85
    AbbVie Inc* Healthcare -11.36 0.81
    Medtronic PLC* Healthcare 1.02 0.80
    CVS Health Corp* Healthcare -12.74 0.78
    Norwegian Cruise Line Holdings L* Consumer Cyclical 32.48 0.75
    CBRE Group Inc* RealEstate 27.10 0.71
    United Parcel Service Inc Class * Industrials 14.48 0.71
    CBS Corp Class B* Consumer Cyclical 9.38 0.67
    HCA Healthcare Inc* Healthcare 8.60 0.66
    Johnson & Johnson* Healthcare 6.99 0.64
    Ryman Hospitality Properties Inc* RealEstate 24.89 0.61
    Wells Fargo & Co* Financial Services 13.24 0.60
    Discovery Inc C* Consumer Cyclical 11.96 0.57
    Occidental Petroleum Corp* Energy 10.44 0.56
    Aptiv PLC* Consumer Cyclical 31.91 0.54

    Best 5-Year Relative Performance | More
    03-18-19

    Worst 5-Year Relative Performance | More
    03-18-19

    Lowest Expenses | More
    03-18-19

    Highest Expenses | More
    03-18-19

    Longest Manager Tenure | More
    03-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 11.10
    Sterling Capital SC Robert F. Millikan 11.10
    Sterling Capital VA Robert F. Millikan 11.10
    Sterling Capital WV Robert F. Millikan 11.10
    Sterling Capital Tot Mark M. Montgomery 9.70

    Shortest Manager Tenure | More
    03-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital Int Neil T. Grant 1.60
    Sterling Capital SMI Adam B. Bergman 2.50
    Sterling Capital Div Shane A. Burke 3.30
    Sterling Capital Sec Michael Z. Sun 3.80
    Sterling Capital Beh Robert W. Bridges 4.30