Sterling Capital Mutual Funds List
Here you can find all mutual funds issued by Sterling Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 16
- Avg. Expense Ratio
- 0.65%
- Avg. 1 Year Return
- 14.93%
- Avg. 5 Year Return
- 4.29%
- Median Risk/Return Score
- 46 / 100
Sterling Capital Mutual Funds List
16 results
Explore top Sterling Capital Mutual Fund Categories and Asset Classes
Sterling Capital Bond Mutual fundsSterling Capital Equity Mutual fundsSterling Capital Real Estate Mutual fundsSterling Capital Municipal Bonds Mutual fundsSterling Capital Intermediate Core Bond Mutual fundsSterling Capital Large Cap Value Equities Mutual fundsSterling Capital Corporate Bonds Mutual fundsSterling Capital Large Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Sterling Capital Mutual funds by Risk/Return Score
The top Sterling Capital Mutual funds by PortfoliosLab Risk/Return Score are BBISX (89) and OWVAX (66).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | 89 | — | Oct 1992 | |
| Sterling Capital West Virginia Intermediate Tax-Fr... | 66 | — | Nov 1993 | |
| Sterling Capital Stratton Small Cap Value Fund | 63 | — | Apr 1993 | |
| Sterling Capital Behavioral Small Cap Value Equity... | 60 | — | Jan 1997 | |
| Sterling Capital South Carolina Intermediate Tax-F... | 59 | — | Oct 1997 |
Best-Performing Sterling Capital Mutual funds Over 5 Years
The top Sterling Capital Mutual funds is BBISX (13.75%).
Across the lineup, Sterling Capital Mutual funds show an average 1-year return of 14.93% and an average 5-year return of 4.29%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | 13.75% | — | Oct 1992 | |
| Sterling Capital Special Opportunities Fund | 11.14% | — | Jun 2003 | |
| Sterling Capital Stratton Small Cap Value Fund | 9.69% | — | Apr 1993 | |
| Sterling Capital Behavioral Small Cap Value Equity... | 8.63% | — | Jan 1997 | |
| Sterling Capital Stratton Mid Cap Value Fund | 6.97% | — | Sep 1972 |
Lowest-Cost Sterling Capital Mutual funds
The top Sterling Capital Mutual funds is BUSIX (0.27%).
With an average expense ratio of 0.65%, Sterling Capital Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Sterling Capital Ultra Short Bond Fund | 0.27% | — | Nov 2012 | |
| Sterling Capital Short Duration Bond Fund | 0.43% | — | Nov 1992 | |
| Sterling Capital Long Duration Corporate Bond Fund | 0.45% | — | Jun 2011 | |
| Sterling Capital Total Return Bond Fund | 0.45% | — | Dec 1999 | |
| Sterling Capital North Carolina Intermediate Tax-F... | 0.57% | — | Oct 1992 |
Highest-Yield Sterling Capital Mutual funds
The top Sterling Capital Mutual funds is BEGIX (27.00%).
Across the lineup, Sterling Capital Mutual funds show an average dividend yield of 7.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Sterling Capital Equity Income Fund | 27.00% | — | Jun 2004 | |
| Sterling Capital Stratton Small Cap Value Fund | 17.43% | — | Apr 1993 | |
| Sterling Capital Special Opportunities Fund | 16.88% | — | Jun 2003 | |
| Sterling Capital Behavioral Small Cap Value Equity... | 9.34% | — | Jan 1997 | |
| Sterling Capital Stratton Mid Cap Value Fund | 8.68% | — | Sep 1972 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BEGIX vs. BAFWXBEGIX vs. LBSAXBEGIX vs. TWEIXBEGIX vs. HDGYXBEGIX vs. IDIVXSTRGX vs. EOS-USDSTRGX vs. BMESTRGX vs. MWTIXSTRGX vs. QQQSTRGX vs. BBISXSCSPX vs. ATRFXSCSPX vs. BBSGXSCSPX vs. BBISXSCSPX vs. BVATXSCSPX vs. LSSAXBIBTX vs. BBISXBIBTX vs. BBSGXBIBTX vs. FSMOXBIBTX vs. MCDWXBIBTX vs. DUTMXSCCPX vs. NUESCCPX vs. BBISXSCCPX vs. BBSGXSCCPX vs. VICBXSCCPX vs. PRPIXBOPIX vs. VOOBOPIX vs. BBSGXBOPIX vs. SPSCXBOPIX vs. BBISXBOPIX vs. WBREOXSTSCX vs. DEVLXSTSCX vs. VSMAXSTSCX vs. BBISXSTSCX vs. BBSGXSTSCX vs. IPSIXSTMDX vs. FRESXSTMDX vs. FIRIXSTMDX vs. BBSGXSTMDX vs. FRIOXSTMDX vs. SOAAXBUSIX vs. CBUDXBUSIX vs. SADIXBUSIX vs. AOUIXBUSIX vs. BBISXBUSIX vs. TMPFXBBNTX vs. BBISXBBNTX vs. BBSGXBBNTX vs. BVATXBBNTX vs. SPSCXBBNTX vs. NQP