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Sterling Capital Funds - Sterling Capital Strategic Allocation Balanced Fund (BAMGX)

12.13
0.00
(0.00%)
At close: January 26 at 8:00:04 PM EST
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  • Previous Close 12.13
  • YTD Return 1.59%
  • Expense Ratio 1.04%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 19.06M
  • Beta (5Y Monthly) 1.06
  • Yield 2.24%
  • 5y Average Return --
  • Holdings Turnover 3.91%
  • Last Dividend 0.00
  • Inception Date Jan 29, 1998

The investment seeks capital appreciation and, secondarily, income. The fund will invest 40% to 75% of its total assets in underlying funds which invest mainly in equity securities and 20% to 50% of its total assets in underlying funds which invest mainly in fixed income securities (including investment grade and high yield ("junk") bonds and floating rate securities). It will invest in underlying funds which invest in securities of U.S., international and emerging market issuers.

Sterling Capital Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

19.06M

Net Assets

1998-01-29

Inception Date

More about Sterling Capital Funds - Sterling Capital Strategic Allocation Balanced Fund

Performance Overview: BAMGX

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Trailing returns as of 1/26/2021. Category is Allocation--50% to 70% Equity.

YTD Return

BAMGX
1.59%
Category
9.69%
 

1-Year Return

BAMGX
4.92%
Category
27.06%
 

3-Year Return

BAMGX
2.93%
Category
11.00%
 

5-Year Return

BAMGX
5.16%
Category
10.26%
 

Holdings: BAMGX

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Sector Weightings

SectorBAMGX
Healthcare   19.38%
Technology   18.08%
Financial Services   14.24%
Industrials   11.72%
Consumer Cyclical   11.09%
Consumer Defensive   7.07%
Communication Services   7.00%
Basic Materials   4.99%
Energy   2.15%
Real Estate   2.14%
Utilities   2.13%
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Recent News: BAMGX

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Research Reports: BAMGX

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