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 159 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BBISX vs VIVIX | |
| 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 | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BBISX vs TILVX |
Best Risk-Adjusted Alternatives to BBISX
BBISX has a PortfoliosLab risk / return rank of 97. There are 8 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | BBISX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | BBISX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | BBISX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | BBISX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | BBISX vs MALVX |
Top Performing BBISX Alternatives (YTD)
BBISX is at 22.46% YTD. There are 13 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | BBISX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | BBISX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | BBISX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | BBISX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | BBISX vs YAFFX |
Lowest Volatility Alternatives to BBISX
BBISX has 11.58% 1-year volatility. There are 183 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | BBISX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | BBISX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BBISX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | BBISX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | BBISX vs ACIIX |
Lowest Drawdown Alternatives to BBISX
BBISX has a 1-year max drawdown of -6.10%. There are 30 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 Equity Income 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 10 categories.
Often Compared With BBISX
Investors most often compare BBISX with FZROX, SWPPX, BVATX. These 20 comparison targets span 8 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