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
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-5.36% 3 years+12.23%
3 months-6.47% 5 years+12.23%
1 year+3.51% Since inception+10.41%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+12.23%+13.69%
Expense ratio0.97%1.16%
Risk 5 year sharpe ratio1.291.03
Net assets$2.1B$2.6B
Average market cap$62.4B$82.1B
Average P/E18.216.2
Portfolio turnover----

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Fund Management and Purchase Info

Fund familySterling Capital Funds
Fund manager & tenureGeorge Shipp / 10 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock85.73%
International stock7.77%
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
KMI Kinder Morgan, Inc.4.51%
TWC Time Warner Cable Inc4.05%
SE Spectra Energy Corp3.98%
OXY Occidental Petroleum Corp3.92%
BAX Baxter International Inc3.90%
QCOM Qualcomm Inc3.85%
VZ Verizon Communications Inc3.82%
UL Unilever PLC ADR3.58%
ESV Ensco PLC Class A3.57%
KO Coca-Cola Co3.46%

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