Sterling Capital Funds Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return6.70-0.1812.4413.830.49
    Category Average8.06-1.8511.1513.831.99
    Assets for Each Yr*7.356.457.047.447.46
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.49 7.73 8.65

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,457 mil $1,000 18.10 81.90
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 74.66 1.27 Average
    International Stock 4.0 1.11 1.10 Average
    Municipal Bond 2.5 6.19 0.99 Average
    Taxable Bond 3.6 19.35 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Verizon Communications Inc* Communication Services -1.02 1.00
    Abbott Laboratories* Healthcare 12.42 0.99
    Discover Financial Services* Financial Services -5.41 0.99
    Microsoft Corp* Technology 25.22 0.99
    Analog Devices Inc* Technology 10.94 0.87
    AbbVie Inc* Healthcare -5.35 0.87
    Cisco Systems Inc* Technology 12.17 0.83
    Crown Castle International Corp* RealEstate 1.28 0.79
    Nielsen Holdings PLC* Industrials -16.04 0.79
    Merck & Co Inc* Healthcare 12.81 0.77
    PepsiCo Inc* Consumer Defensive -1.82 0.77
    Honeywell International Inc* Industrials 0.82 0.76
    General Motors Co* Consumer Cyclical -2.02 0.74
    Omnicom Group Inc* Consumer Cyclical -4.74 0.74
    CBRE Group Inc* RealEstate 13.90 0.73
    Johnson & Johnson* Healthcare -8.68 0.69
    Starbucks Corp* Consumer Cyclical -10.31 0.66
    Medtronic PLC* Healthcare 10.19 0.62
    Wells Fargo & Co* Financial Services -5.74 0.62
    Comcast Corp Class A* Communication Services -13.01 0.61

    Best 5-Year Relative Performance | More
    07-20-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Lowest Expenses | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital NC Robert F. Millikan 10.50
    Sterling Capital SC Robert F. Millikan 10.50
    Sterling Capital VA Robert F. Millikan 10.50
    Sterling Capital WV Robert F. Millikan 10.50
    Sterling Capital Tot Mark M. Montgomery 9.00

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Sterling Capital SMI Adam B. Bergman 1.80
    Sterling Capital Div Shane A. Burke 2.60
    Sterling Capital Sec Michael Z. Sun 3.10
    Sterling Capital Beh Robert W. Bridges 3.60
    Sterling Capital Beh Robert W. Bridges 4.90