Nasdaq - Delayed Quote USD

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

Performance Overview

Morningstar Return Rating 1
YTD Return 5.28%
5y Average Return 5.06%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Feb 4, 2019) 21.45%
Worst 1Y Total Return (Feb 4, 2019) -25.71%
Best 3Y Total Return 21.45%
Worst 3Y Total Return -5.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BAMGX
Category
YTD
1.59%
9.69%
1-Month
2.46%
0.91%
3-Month
9.82%
5.21%
1-Year
4.92%
27.06%
3-Year
2.93%
11.00%
5-Year
5.16%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
14.07%
15.58%
Last Bear Market
-15.10%
-12.16%

Annual Total Return (%) History

Year
BAMGX
Category
2020
--
11.72%
2019
16.01%
19.23%
2018
-7.26%
-5.76%
2017
14.87%
13.21%
2016
5.28%
7.34%
2015
-0.73%
-1.93%
2014
7.14%
6.21%
2013
12.09%
16.48%

2012
11.13%
11.72%
2011
-3.54%
-0.11%
2010
13.68%
11.83%
2009
21.45%
24.13%
2008
-25.71%
-28.00%
2007
2.84%
5.99%
2006
11.54%
11.29%
2005
4.67%
5.13%
2004
8.54%
8.86%
2003
17.85%
20.35%
2002
-13.24%
-12.02%
2001
-7.19%
-5.05%
2000
0.09%
1.82%
1999
10.34%
10.71%
1998
--
13.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -17.41% 11.43% 3.94% --
2019 7.44% 2.68% 0.43% 4.71%
2018 -1.48% -0.14% 2.21% -7.78%
2017 4.03% 2.65% 4.13% 3.31%
2016 0.34% 0.53% 4.12% 0.24%
2015 2.59% 0.35% -5.38% 1.90%
2014 2.61% 4.37% -0.64% 0.68%
2013 4.13% 0.58% 2.55% 4.36%
2012 7.51% -2.45% 4.46% 1.44%
2011 3.78% -0.04% -12.75% 6.57%

2010 3.73% -7.13% 10.44% 6.85%
2009 -6.96% 11.71% 12.85% 3.55%
2008 -6.11% -1.97% -7.80% -12.46%
2007 0.92% 3.83% 0.89% -2.72%
2006 3.62% -1.38% 3.50% 5.45%
2005 -0.88% 1.89% 2.35% 1.25%
2004 2.10% -0.07% -0.35% 6.75%
2003 -3.10% 10.52% 1.92% 7.96%
2002 -0.10% -5.59% -10.45% 2.73%
2001 -8.30% 3.36% -7.33% 5.66%
2000 2.50% -0.51% 0.19% -2.03%
1999 -1.11% 5.35% -2.82% 8.99%
1998 -0.54% -5.51% 11.68% --

Rank in Category (By Total Return)

YTD 92
1-Month 57
3-Month 68
1-Year 92
3-Year 91
5-Year 91

Load Adjusted Returns

1-Year -2.02%
3-Year 1.77%
5-Year 4.98%
10-Year 5.00%

Performance & Risk

YTD Return 5.28%
5y Average Return 5.06%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Sterling Capital Funds
Net Assets 19.06M
YTD Return 1.59%
Yield 2.24%
Morningstar Rating
Inception Date Jan 29, 1998

Fund Summary

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.

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