Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BBISX
BBISX charges 0.77% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BBISX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BBISX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BBISX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BBISX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BBISX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | BBISX vs VVIAX |
Best Risk-Adjusted Alternatives to BBISX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | BBISX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | BBISX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | BBISX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | BBISX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | BBISX vs VALAX |
Top Performing BBISX Alternatives (YTD)
BBISX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | BBISX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | BBISX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | BBISX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | BBISX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | BBISX vs HFCVX |
Lowest Volatility Alternatives to BBISX
BBISX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | BBISX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | BBISX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | BBISX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | BBISX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | BBISX vs ACIIX |
Lowest Drawdown Alternatives to BBISX
BBISX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | BBISX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BBISX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BBISX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BBISX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | BBISX vs PSECX |
Other Mutual Funds from Sterling Capital
Most popular Sterling Capital mutual funds on PortfoliosLab, across asset classes.
Often Compared With BBISX
What investors most often compare with BBISX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | BBISX vs FZROX | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | BBISX vs SWPPX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.83% | Nov 30, 2012 | BBISX vs BUSIX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | BBISX vs TILVX |
Compare BBISX with Any Fund or Stock
Compare BBISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.