Nasdaq - Delayed Quote USD

Sterling Capital Equity Income Fund (BEGIX)

21.65
-0.36
(-1.64%)
At close: 8:00:33 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return 13.70%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (May 20, 2025) 28.05%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 28.05%
Worst 3Y Total Return 4.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BEGIX
Category
YTD
-2.86%
4.44%
1-Month
-4.04%
-4.04%
3-Month
-6.09%
4.09%
1-Year
-0.88%
14.37%
3-Year
5.54%
6.04%
5-Year
13.00%
9.20%
10-Year
9.62%
8.57%
Last Bull Market
10.98%
22.97%
Last Bear Market
-8.06%
-11.27%

Annual Total Return (%) History

Year
BEGIX
Category
2025
--
--
2024
5.01%
--
2023
12.37%
11.63%
2022
-3.16%
-5.90%
2021
28.05%
26.22%
2020
8.60%
2.91%
2019
25.38%
25.04%
2018
-0.67%
-8.53%

2017
20.96%
15.94%
2016
15.64%
14.81%
2015
-2.91%
-4.05%
2014
4.16%
10.21%
2013
24.08%
31.21%
2012
10.17%
14.57%
2011
8.19%
-0.75%
2010
16.34%
13.66%
2009
23.29%
24.13%
2008
-25.73%
-37.09%
2007
9.82%
1.42%
2006
22.18%
18.15%
2005
11.01%
5.95%
2004
--
12.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.23% -- -- --
2024 7.09% -2.51% 5.98% -5.09%
2023 -0.26% 2.28% -1.84% 12.21%
2022 -1.19% -8.06% -5.39% 12.67%
2021 8.29% 7.31% 0.36% 9.79%
2020 -25.27% 19.00% 5.93% 15.29%
2019 10.20% 4.22% 2.67% 6.33%
2018 -3.14% 3.67% 7.29% -7.80%
2017 4.01% 3.16% 5.08% 7.28%
2016 3.90% 1.95% 5.64% 3.34%

2015 1.21% 1.77% -8.08% 2.54%
2014 -0.16% 5.31% -2.40% 1.51%
2013 11.00% 3.07% 1.16% 7.21%
2012 6.60% -1.72% 4.63% 0.51%
2011 4.51% 1.44% -8.91% 12.03%
2010 5.39% -8.56% 13.00% 6.83%
2009 -8.48% 13.48% 10.70% 7.23%
2008 -2.99% -0.18% -6.99% -17.53%
2007 3.94% 5.62% 2.66% -2.56%
2006 5.54% 2.87% 4.68% 7.51%
2005 1.26% 4.07% 3.17% 2.11%
2004 3.94% 10.27% -- --

Rank in Category (By Total Return)

YTD 70
1-Month 79
3-Month 60
1-Year 98
3-Year 82
5-Year 58

Load Adjusted Returns

1-Year -0.88%
3-Year 5.54%
5-Year 13.00%
10-Year 9.62%

Performance & Risk

YTD Return 1.23%
5y Average Return 13.70%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Sterling Capital Funds
Net Assets 1.29B
YTD Return -2.86%
Yield 1.56%
Morningstar Rating
Inception Date Feb 01, 2018

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.

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