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Sterling Capital Large Cap Val Divers I (BBISX)

17.21 Up 0.01(0.06%) Jul 11

Profile as of Jun 29, 2014Get Profile for:
Sterling Capital Large Cap Val Divers I
P.O. Box 9762Providence, RI 02940-9762Raleigh, NC 27601
Phone: 800-228-1872
Fund Overview 
Category:Large Blend
Fund Family:Sterling Capital Funds
Net Assets:271.25M
Year-to-Date Return:9.69%
Morningstar Rating:2 stars
Fund Inception Date:Oct 9, 1992
Morningstar Style Box 
Large Blend
[View Category Definition]
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Management Information 
Robert W. Bridges
Lead Manager since Aug 21, 2013
Mr. Bridges, CFA, joined Sterling Capital in 1996, and became a part of the Equity team in 2000. He has over a decade of experience as a Senior Analyst supporting the firm’s fundamentally driven portfolios. In 2006, Mr. Bridges embarked on a research project that led to the development of the firm’s first behavioral finance investment strategy. This process led to the creation of the Sterling Behavioral Finance Small Cap Diversified Alpha portfolio in 2008 and laid the groundwork for future expansion into other Behavioral Finance portfolios. Mr. Bridges continues his role as an analyst for the fundamental portfolios and also serves as co-head of the Behavioral Finance Equity group. Prior to joining Sterling, Mr. Bridges worked as a research analyst and investment committee member at Bridges Investment Counsel. Mr. Bridges received a B.S. in Business from Wake Forest University. He is a CFA charterholder.
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:1,000,000
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:25
BBISX can be purchased from 45 brokerages.

Fund Summary 
The investment seeks capital growth, current income or both, primarily through investment in stocks. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500® Index at the time of purchase. It primarily invests in domestically traded U.S. common stocks, U.S. traded equity stocks of foreign companies (including stocks of issuers located in emerging markets), and American Depositary Receipts ("ADRs").

Fund Operations 
Last Dividend (Jun 26, 2014) : 0.05
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 9, 2014) : N/A
Average for Category:48.61%
Fees & Expenses 
ExpenseBBISXCategory Avg
Annual Report Expense Ratio (net):0.84%1.08%
Prospectus Net Expense Ratio:0.85%N/A
Prospectus Gross Expense Ratio:0.95%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.26%
Max Deferred Sales Load: N/A2.20%
3 Yr Expense Projection*:293584
5 Yr Expense Projection*:516928
10 Yr Expense Projection*:1,1571,881
* Per $10,000 invested