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-1.03% 3 years+9.46%
3 months-1.01% 5 years+9.81%
1 year+15.58% Since inception+10.27%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+9.81%+13.33%
Expense ratio0.78%1.02%
Risk 5 year sharpe ratio1.021.09
Net assets$1.6B$2.9B
Average market cap$82.2B$102.0B
Average P/E23.517.8
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familySterling Capital Funds
Fund manager & tenureGeorge Shipp / 13 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock95.33%
International stock3.66%
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
ABT Abbott Laboratories4.75%
DFS Discover Financial Services4.61%
MSFT Microsoft4.53%
ABBV AbbVie4.49%
ACN Accenture4.48%
VZ Verizon4.21%
MXIM Maxim Integrated Products Inc3.76%
HON Honeywell3.71%
PEP Pepsi3.71%
-- 3.66%