Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBISX
BBISX charges 0.77% annually. There are 160 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | BBISX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BBISX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BBISX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | BBISX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | BBISX vs VVIAX |
Best Risk-Adjusted Alternatives to BBISX
BBISX has a PortfoliosLab risk / return rank of 92. There are 16 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | BBISX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BBISX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | BBISX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | BBISX vs AVLVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BBISX vs MALVX |
Top Performing BBISX Alternatives (YTD)
BBISX is at 16.92% YTD. There are 27 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 24.99% | — | May 1997 | BBISX vs YAFFX | |
| Al Frank Fund | 24.12% | — | May 2006 | BBISX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.25% | — | Jun 2022 | BBISX vs AVLVX | |
| PIMCO RAE US Fund | 21.04% | — | Jun 2015 | BBISX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 19.41% | — | Jan 1975 | BBISX vs NPRTX |
Lowest Volatility Alternatives to BBISX
BBISX has 11.55% 1-year volatility. There are 192 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.45% | — | Sep 2017 | BBISX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | BBISX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | BBISX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | BBISX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.34% | — | Dec 2007 | BBISX vs TMMAX |
Lowest Drawdown Alternatives to BBISX
BBISX has a 1-year max drawdown of -6.10%. There are 33 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | BBISX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BBISX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BBISX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BBISX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BBISX vs SVAIX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 8 | 4.38% | — | Jun 2004 | BBISX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 55 | 20.07% | — | Sep 1972 | BBISX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 20 | 0.32% | — | Dec 1999 | BBISX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 26 | 0.42% | — | Jun 2011 | BBISX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 11 | 1.12% | — | Jun 2011 | BBISX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 31 | 9.15% | — | Jun 2003 | BBISX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BBISX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 83 | 22.12% | — | Apr 1993 | BBISX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 11 | 10.95% | — | May 1980 | BBISX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 56 | 0.72% | — | Oct 1992 | BBISX vs BBNTX |
Often Compared With BBISX
Investors most often compare BBISX with SWPPX, FZROX, BBSGX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BBISX with Any Fund or Stock
Compare BBISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBISX with funds that move differently
Sterling Capital Behavioral Large Cap Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBISX.
Explore BBISX Diversifiers