Nasdaq - Delayed Quote USD

Sterling Capital Equity Income A (BAEIX)

21.53
-0.36
(-1.64%)
As of 8:05:07 AM EDT. Market Open.

Investment Information

Min Initial Investment
10,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
100,000
Min Subsequent Investment
10,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.25

Broker Availability

Fund Summary

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 dividends. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Fund Overview

Category Large Value
Fund Family Sterling Capital Funds
Net Assets 1.29B
YTD Return -2.94%
Yield 1.32%
Morningstar Rating
Inception Date Feb 01, 2018

Performance & Risk

YTD Return 1.12%
5y Average Return 13.41%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

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