BBISX - Sterling Capital Behav Lg Cp Val Eq Intl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Sterling Capital Behav Lg Cp Val Eq Intl

Sterling Capital Funds5th Floor,P.O. Box 9762Providence, RI 02940-9762
800-228-1872
Management Information
Robert O. Weller,Lead Manager since August 20, 2013
Robert O. Weller, CFA, Executive Director, Portfolio Manager, joined Sterling Capital Management in 2012 as co-head of the Behavioral Finance Equity group at the firm. Rob was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at JPMorgan Investment Management. He was responsible for the initial research on and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. During his tenure the funds were listed multiple times in the Wall Street Journal as “Category Kings” for top ranked performance as well as were all top quintile performers relative to their peer group since inception. Rob joined JPMorgan in 1997. He left Investment Management in 2010 to return to the Private Bank to manage multi-asset class portfolios and subsequently head equities globally for the Private Bank’s discretionary platform. He started his career at Legg Mason Wood Walker in 1996. Rob is a graduate of Loyola University Maryland where he received his BBA in Finance. He is a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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.

Fund Overview

CategoryLarge Value
Fund FamilySterling Capital Funds
Net Assets306.53M
YTD Return11.35%
Yield1.67%
Morningstar Rating★★★
Inception DateOct 8, 1992

Fund Operations

Last Dividend0.07
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseBBISXCategory Average
Annual Report Expense Ratio (net)0.76%1.04%
Prospectus Net Expense Ratio0.65%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection208N/A
5 Yr Expense Projection362N/A
10 Yr Expense Projection810N/A