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Sterling Capital Behavioral Small Cap Value Equity Fund (STRBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.70+0.22 (+1.26%)
At close: 08:00PM EDT

Sterling Capital Behavioral Small Cap Value Equity Fund

434 Fayetteville Street Mall

5th Floor,434 Fayetteville Street Mall

Raleigh, NC 27601

Management Information
Robert W. Bridges,Lead Manager since June 2, 2013
Robert W. Bridges, CFA®, Executive Director, joined Sterling Capital Management in 1996 and has investment experience since 1991. Bob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. He became part of Sterling's Equity Team in 2000 and from that time had 15 years of experience as a senior analyst supporting the firm's fundamentally-driven portfolios. In 2006, he 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. Prior to joining Sterling, he worked as a research analyst and investment committee member at Bridges Investment Counsel. Bob received his B.S. in Business from Wake Forest University. He is a CFA® charterholder.
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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

CategorySmall Value
Fund FamilySterling Capital Funds
Net Assets109.76M
YTD Return-15.27%
Morningstar Rating★★★
Inception DateJan 31, 2018

Fund Operations

Last Dividend0.14
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseSTRBXCategory Average
Annual Report Expense Ratio (net)0.00%1.16%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A