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Sterling Capital Funds - Sterling Capital Behavioral International Equity Fund (SBIIX)

8.88
0.00
(0.00%)
At close: January 24 at 8:01:15 PM EST

Investment Information

Min Initial Investment
10,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
100,000
Min Subsequent Investment
10,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.25

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Shareholders Services Group
  • Vanguard
  • TD Ameritrade Trust Company
  • Vanguard NTF
  • Raymond James
  • DailyAccess Corporation RTC
  • Scottrade TF
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Mid Atlantic Capital Group
  • TIAA-CREF NTF
  • Waddell & Reed Choice MAP Flex
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund will invest, under normal circumstances, at least 80% of its net assets plus borrowings for investment purposes in equity securities of foreign (non-U.S.) companies. Normally, it primarily invests in "developed market" equity securities, which encompasses markets included in the the Bloomberg Developed Markets ex North America Large & Mid Cap Index and other markets with similar characteristics. The fund also may invest in securities of real estate investment trusts and exchange-traded funds.

Fund Overview

Category Foreign Large Value
Fund Family Sterling Capital Funds
Net Assets 125.77M
YTD Return 5.61%
Yield 4.28%
Morningstar Rating
Inception Date Feb 01, 2018

Performance & Risk

YTD Return -0.28%
5y Average Return 3.34%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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