Sterling Capital Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return21.256.60-0.3912.403.82
    Category Average23.177.98-1.8411.104.35
    Assets for Each Yr*6.827.476.537.087.17
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 3.82 6.47 9.27

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,173 mil $1,000 22.59 77.41
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 72.57 1.44 Above Avg
    International Stock -- 1.05 1.22 Average
    Municipal Bond 3.1 7.45 1.00 Average
    Taxable Bond 3.5 16.03 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Ryman Hospitality Properties Inc* RealEstate 3.27 1.13
    Omnicom Group Inc* Consumer Cyclical -1.53 1.05
    Discover Financial Services* Financial Services -16.22 1.05
    HCA Holdings Inc* Healthcare 11.73 1.04
    CBS Corp Class B* Consumer Cyclical -2.94 0.99
    Accenture PLC A* Technology 5.95 0.98
    Verizon Communications Inc* Communication Services -12.94 0.98
    Abbott Laboratories* Healthcare 17.78 0.96
    Merck & Co Inc* Healthcare 11.08 0.92
    Anthem Inc* Healthcare 27.79 0.90
    Qualcomm Inc* Technology -10.09 0.90
    Microsoft Corp* Technology 13.84 0.89
    PepsiCo Inc* Consumer Defensive 13.41 0.88
    Maxim Integrated Products Inc* Technology 24.53 0.86
    Wells Fargo & Co* Financial Services -3.52 0.85
    AbbVie Inc* Healthcare 7.54 0.83
    United Parcel Service Inc Class * Industrials -6.20 0.80
    Johnson & Johnson* Healthcare 11.59 0.79
    Honeywell International Inc* Industrials 16.17 0.77
    General Motors Co* Consumer Cyclical -3.99 0.75

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 9.30
    Sterling Capital SC Robert F. Millikan 9.30
    Sterling Capital VA Robert F. Millikan 9.30
    Sterling Capital WV Robert F. Millikan 9.30
    Sterling Capital Tot Mark M. Montgomery 7.90

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 0.60
    Sterling Capital Div Shane A. Burke 1.50
    Sterling Capital Sec Michael Z. Sun 2.00
    Sterling Capital Beh Robert W. Bridges 2.50
    Sterling Capital Lon Michael D. Gregory 2.80