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
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | Jun 2, 2003 | 0.87% | 11.75% | 13.38% | 16.88% | 43 |
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 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.