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Sterling Capital Equity Income Fund Institutional Shares (BEGIX)

18.28
Net Asset Value
+0.77%
1 Day
+9.99%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
0.95%
Expense Ratio
Low
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.

Performance

1 month+5.51% 3 years+5.59%
3 months+4.85% 5 years+9.09%
1 year+3.84% Since inception+9.22%
Data through --

Peer Comparisonvs. Large value

 BEGIXCategory
Performance 5-yr return+9.09%+9.37%
Expense ratio0.95%1.09%
Risk 5 year sharpe ratio0.820.78
Net assets$1.6B$2.4B
Average market cap$57.0B$78.4B
Average P/E17.817.6
Portfolio turnover28%28%

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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--

Holdings

U.S. stock89.52%
International stock7.86%
Cash2.61%
Fixed income0.00%
Other0.00%
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 Verizon5.41%
SE Spectra Energy Corp4.69%
UL Unilever4.51%
ACN Accenture4.39%
QCOM Qualcomm3.98%
PEP Pepsi3.92%
ANTM WellPoint3.84%
DFS Discover Financial Services3.84%
UPS UPS3.83%
WFC Wells Fargo3.77%

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