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Sterling Capital Short Duration Bond Fund (BBSGX)

8.35
0.00
(0.00%)
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 investment grade fixed income securities (bonds). It will invest in municipal securities, convertible securities, including convertible bonds and preferred stocks, and cash equivalents. The fund may invest up to 15% of its total assets in bonds that are below investment grade, which are commonly referred to as "high yield" or "junk" bonds, and non-dollar denominated foreign and emerging market securities. It will maintain an average duration between 1 and 3 years.

Sterling Capital Short Duration Bond Fund

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

Fund Overview

Category Short-Term Bond
Fund Family Sterling Capital Funds
Net Assets 42.54M
YTD Return 1.55%
Yield 4.76%
Morningstar Rating
Inception Date Nov 30, 1992

Fund Operations

Last Dividend 0.10
Last Cap Gain -26.00
Holdings Turnover 67.85%
Average for Category --

Fees & Expenses

Expense BBSGX Category Average
Annual Report Expense Ratio (net) 0.59% 0.68%
Prospectus Net Expense Ratio 0.59% --
Prospectus Gross Expense Ratio 0.59% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Peter L. Brown, Lead Manager since February 01, 2020
Mr. Brown is an Executive Director, Fixed Income Portfolio Manager and head of Sterling Capital’s Corporate Credit Team. He has been with Sterling Capital since 2004 and has investment experience since 2000. Prior to joining Sterling Capital, he held financial analyst positions at National Institutes of Health and First Union National Bank/First Union Securities. Mr. Brown received his B.S. in Statistics with minors in Business Management, Marketing and Communications from Cornell University and his M.B.A. from Wake Forest University. He is a CFA charterholder.

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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