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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.


Issuer: Sterling Capital
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
BBISX
Sterling Capital Behavioral Large Cap Value Equity...Large Cap Value EquitiesOct 9, 19920.77%
9.65%
8.83%
1.70%
Sterling Capital North Carolina Intermediate Tax-F...Municipal BondsOct 15, 19920.57%
-1.62%
1.49%
2.42%
Sterling Capital Short Duration Bond FundShort-Term BondNov 30, 19920.43%
0.36%
1.78%
3.88%
Sterling Capital Equity Income FundLarge Cap Value EquitiesJun 30, 20040.79%
3.53%
10.66%
9.43%
Sterling Capital Total Return Bond FundIntermediate Core BondDec 2, 19990.45%
-3.42%
1.59%
3.83%
Sterling Capital Special Opportunities FundLarge Cap Blend EquitiesJun 2, 20030.87%
1.42%
10.32%
17.65%
Sterling Capital South Carolina Intermediate Tax-F...Municipal BondsOct 19, 19970.59%
-1.43%
1.60%
2.46%
Sterling Capital Ultra Short Bond FundUltrashort BondNov 30, 20120.27%
1.42%
1.78%
4.55%
Sterling Capital Virginia Intermediate Tax Free Fu...Municipal BondsMay 16, 19990.58%
-1.83%
1.42%
2.22%
Sterling Capital Mid Value FundMid Cap Value EquitiesAug 1, 19960.86%
1.56%
6.58%
7.33%
Sterling Capital West Virginia Intermediate Tax-Fr...Municipal BondsNov 30, 19930.58%
-1.29%
1.75%
2.65%
Sterling Capital Behavioral International Equity F...Foreign Large Cap EquitiesNov 27, 20140.67%
4.42%
4.76%
Sterling Capital Long Duration Corporate Bond FundCorporate BondsJun 30, 20110.45%
-7.39%
0.32%
4.71%
Sterling Capital Quality Income FundIntermediate Core BondJun 30, 20110.58%
-2.71%
1.46%
3.36%
Sterling Capital SMID Opportunities FundMid Cap Blend EquitiesSep 30, 20161.06%
Sterling Capital Behavioral Small Cap Value Equity...Small Cap Value EquitiesJan 2, 19970.81%
0.66%
7.34%
1.81%
Sterling Capital Stratton Real Estate FundREITMay 30, 19800.82%
-7.85%
5.69%
8.57%
Sterling Capital Stratton Mid Cap Value FundMid Cap Blend EquitiesSep 29, 19720.84%
3.71%
7.71%
11.99%
Sterling Capital Stratton Small Cap Value FundSmall Cap Blend EquitiesApr 12, 19930.98%
3.91%
3.89%
37.67%

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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