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Sterling Capital Short Duration Bond A (BSGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.24+0.01 (+0.12%)
At close: 08:00PM EDT

Sterling Capital Short Duration Bond A

Raleigh, NC 27601

5th Floor,434 Fayetteville Street Mall

434 Fayetteville Street Mall

800-228-1872
Management information
Peter L. Brown,Lead manager since 31 January 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
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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

CategoryShort-Term Bond
Fund familySterling Capital Funds
Net assets54.83M
YTD return0.91%
Yield3.61%
Morningstar rating★★★★
Inception date29 Nov 1992

Fund operations

Last dividend0.09
Last cap gain-5.00
Holdings turnover98.01%
Average for categoryN/A

Fees and expenses

ExpenseBSGAXCategory average
Annual report expense ratio (net)0.73%0.68%
Prospectus net expense ratio0.73%N/A
Prospectus gross expense ratio0.73%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A2.59%
Max deferred sales loadN/A1.12%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A