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Sterling Capital Equity Income Fund Institutional Shares (BEGIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.


1 month-0.59% 3 years+6.34%
3 months+2.50% 5 years+9.28%
1 year+12.71% Since inception+9.74%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+9.28%+11.47%
Expense ratio0.82%1.07%
Risk 5 year sharpe ratio0.951.06
Net assets$1.7B$2.7B
Average market cap$63.9B$86.2B
Average P/E19.418.5
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familySterling Capital Funds
Fund manager & tenureGeorge Shipp / 12 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock87.57%
International stock10.87%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 24.29%
Energy 19.29%
Healthcare 11.33%
Hardware 11.25%
Media 9.51%
Top 10 Holdings
Portfolio weighting
-- 4.80%
DFS Discover Financial Services4.35%
ACN Accenture4.34%
VZ Verizon4.34%
ABT Abbott Laboratories4.25%
QCOM Qualcomm3.98%
ANTM WellPoint3.97%
MSFT Microsoft3.94%
PEP Pepsi3.87%
MXIM Maxim Integrated Products Inc3.82%

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