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-1.73% 3 years+11.94%
3 months+2.09% 5 years+14.00%
1 year+1.95% Since inception+10.46%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+14.00%+12.25%
Expense ratio0.95%1.14%
Risk 5 year sharpe ratio1.371.13
Net assets$1.8B$2.5B
Average market cap$70.2B$83.5B
Average P/E21.116.9
Portfolio turnover16%16%

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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. stock88.22%
International stock9.98%
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
VZ Verizon4.49%
ACN Accenture4.46%
QCOM Qualcomm4.36%
KMI Kinder Morgan4.27%
UL Unilever4.01%
TWC Time Warner Cable Inc3.96%
SE Spectra Energy Corp3.85%
IBM IBM3.85%
ANTM WellPoint3.79%
MXIM Maxim Integrated Products Inc3.77%

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