Sterling Capital Funds - Sterling Capital Strategic Allocation Balanced Fund (BCGTX)
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Sterling Capital Funds - Sterling Capital Strategic Allocation Balanced Fund
Sterling Capital Funds
5th Floor,P.O. Box 9762
Providence, RI 02940-9762
800-228-1872
Management information
Kevin J Stoll,Lead manager since 31 January 2016
Kevin J. Stoll, CFA, is a Managing Director, Head of Quantitative Research and Co-Portfolio Manager for Sterling Capital. He joined Sterling Capital in 2013. Mr. Stoll has investment experience since 1998. He is a graduate of Northwestern University where he received his B.A. in Economics and Mathematical Methods in the Social Sciences. Mr. Stoll received his M.B.A. from Duke University’s Fuqua School of Business. He is a CFA charterholder.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familySterling Capital Funds
Net assets19.06M
YTD return1.66%
Yield2.46%
Morningstar rating★★
Inception date1 Oct 1997
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover3.91%
Average for categoryN/A
Fees and expenses
ExpenseBCGTXCategory average
Annual report expense ratio (net)0.79%0.84%
Prospectus net expense ratio0.79%N/A
Prospectus gross expense ratio1.04%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection306N/A
5-yr expense projection550N/A
10-yr expense projection1,248N/A
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