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Sterling Capital Interm US Govt I (BBGVX)

8.72
-0.02
(-0.23%)
At close: 8:04:09 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in bonds issued or guaranteed by the U.S. government or its agencies and instrumentalities ("U.S. government securities"). It invests, under normal market conditions, in U.S. government securities, some of which may be subject to repurchase agreements, or in "high grade" mortgage-backed securities, including collateralized mortgage obligations. The fund will maintain an average duration between 2.5 and 7 years.

Sterling Capital Interm US Govt I

Raleigh, NC 27601
5th Floor,434 Fayetteville Street Mall
800-228-1872

Fund Overview

Category Intermediate Government
Fund Family Sterling Capital Funds
Net Assets 18.91M
YTD Return 2.75%
Yield 3.29%
Morningstar Rating
Inception Date Feb 01, 2001

Fund Operations

Last Dividend 0.07
Last Cap Gain -15.00
Holdings Turnover 11.51%
Average for Category --

Fees & Expenses

Expense BBGVX Category Average
Annual Report Expense Ratio (net) 0.51% 0.72%
Prospectus Net Expense Ratio 0.51% --
Prospectus Gross Expense Ratio 0.70% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.53%
Max Deferred Sales Load -- 1.36%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jeffrey D Ormsby, Lead Manager since July 01, 2022
Jeffrey D. Ormsby, CFA®, Executive Director, joined Sterling Capital Management in 2010 and has investment experience since 2006. Jeff is a Senior Fixed Income Portfolio Manager. Prior to joining Sterling, he worked for Smith Breeden Associates as a CMBS trader and portfolio management Analyst within the investments group. Jeff received his B.S. in Economics from North Carolina State University, where he was a summa cum laude graduate and was recognized as Valedictorian, and his M.B.A. from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School, where he was the Norman Block Valedictorian Award recipient. He holds the Chartered Financial Analyst® designation.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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