BSCCX - Sterling Capital SC Interm Tax-Free C

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Sterling Capital SC Interm Tax-Free C

Sterling Capital Funds5th Floor,P.O. Box 9762Providence, RI 02940-9762
Management Information
Robert F. Millikan,Lead Manager since January 31, 2000
Robert F. Millikan, CFA, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. He has investment experience since 1990. Bob is responsible for managing the state-specific municipal bond fund portfolios for Sterling Capital Funds as well as for the tax-free funds??? investment policy, research and management. Prior to joining BB&T, he worked for First Citizens Bank as Vice President and Fixed Income Portfolio Manager for both taxable and tax-exempt accounts. Bob is a graduate of Wake Forest University where he received his BA in Economics. He is a past President of the North Carolina Society of Financial Analysts and also a past Chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He is a CFA charterholder. He is currently serving on the CFA North Carolina Strategic Advisory Board.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMuni Single State Interm
Fund FamilySterling Capital Funds
Net Assets86.11M
YTD Return2.64%
Morningstar Rating
Inception DateJan 31, 2012

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseBSCCXCategory Average
Annual Report Expense Ratio (net)1.56%0.87%
Prospectus Net Expense Ratio1.57%N/A
Prospectus Gross Expense Ratio1.57%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A3.17%
Max Deferred Sales Load1.00%1.29%
3 Yr Expense Projection496N/A
5 Yr Expense Projection855N/A
10 Yr Expense Projection1,867N/A