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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.

Click on any fund in the list to see complete information, including risk and performance analysis.

Year-to-Date Return

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10-Year Annualized Return

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Sharpe Ratio

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Omega ratio

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Sortino ratio

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Calmar ratio

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Ulcer Index

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10Y Volatility

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Maximum Drawdown

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Dividend Yield

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SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
BBISXSterling Capital Behavioral Large Cap Value Equity FundLarge Cap Value EquitiesOct 9, 19920.77%-4.0%7.9%2.8%-59.3%-0.3
BBNTXSterling Capital North Carolina Intermediate Tax-Free FundMunicipal BondsOct 15, 19920.57%-0.4%1.3%2.8%-10.3%0.2
BBSGXSterling Capital Short Duration Bond FundShort-Term BondNov 30, 19920.43%1.2%1.4%3.6%-6.6%0.4
BEGIXSterling Capital Equity Income FundLarge Cap Value EquitiesJun 30, 20040.79%-2.0%9.5%9.0%-43.9%0.1
BIBTXSterling Capital Total Return Bond FundIntermediate Core BondDec 2, 19990.45%1.2%1.7%4.1%-18.3%-0.4
BOPIXSterling Capital Special Opportunities FundLarge Cap Blend EquitiesJun 2, 20030.87%5.3%10.2%7.5%-51.7%0.1
BSCIXSterling Capital South Carolina Intermediate Tax-Free FundMunicipal BondsOct 19, 19970.59%-0.2%1.4%2.9%-9.7%0.2
BUSIXSterling Capital Ultra Short Bond FundUltrashort BondNov 30, 20120.27%1.8%1.2%3.2%-3.2%2.3
BVATXSterling Capital Virginia Intermediate Tax Free FundMunicipal BondsMay 16, 19990.58%-0.3%1.3%2.6%-10.2%0.2
OVEIXSterling Capital Mid Value FundMid Cap Value EquitiesAug 1, 19960.86%-1.4%6.4%19.3%-57.5%-0.4
OWVAXSterling Capital West Virginia Intermediate Tax-Free FundMunicipal BondsNov 30, 19930.58%0.2%1.5%2.9%-9.8%0.1
SBIIXSterling Capital Behavioral International Equity FundForeign Large Cap EquitiesNov 27, 20140.67%7.3%2.1%3.0%-45.7%0.2
SCCPXSterling Capital Long Duration Corporate Bond FundCorporate BondsJun 30, 20110.45%0.7%0.4%5.9%-31.9%-0.5
SCSPXSterling Capital Quality Income FundIntermediate Core BondJun 30, 20110.58%1.0%1.5%3.5%-13.4%-0.4
SMDOXSterling Capital SMID Opportunities FundMid Cap Blend EquitiesSep 30, 20161.06%-4.9%6.0%11.7%-43.0%-0.5
SPSCXSterling Capital Behavioral Small Cap Value Equity FundSmall Cap Value EquitiesJan 2, 19970.81%-4.0%6.5%10.4%-75.6%-0.4
STMDXSterling Capital Stratton Real Estate FundREITMay 30, 19800.82%-1.7%5.0%9.4%-70.9%-0.6
STRGXSterling Capital Stratton Mid Cap Value FundMid Cap Blend EquitiesSep 29, 19720.84%-2.0%7.6%18.4%-57.7%-0.1
STSCXSterling Capital Stratton Small Cap Value FundSmall Cap Blend EquitiesApr 12, 19930.98%0.4%6.6%27.7%-63.1%-0.0

1–19 of 19

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.
0%Annualized Volatility0%Annualized Return

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