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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+5.35% 3 years+12.77%
3 months+11.28% 5 years+12.01%
1 year+26.04% Since inception+10.40%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+12.01%+13.33%
Expense ratio0.82%1.03%
Risk 5 year sharpe ratio1.201.26
Net assets$1.6B$2.9B
Average market cap$79.4B$96.8B
Average P/E21.819.4
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. stock94.97%
International stock4.13%
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
DFS Discover Financial Services4.99%
ACN Accenture4.79%
ABT Abbott Laboratories4.68%
ABBV AbbVie4.62%
MSFT Microsoft4.47%
VZ Verizon4.33%
-- 4.13%
MXIM Maxim Integrated Products Inc4.00%
UPS UPS3.94%
HON Honeywell3.90%