B
Sterling Capital Equity Income Fund Class C BCEGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings BCEGX-NASDAQ Click to
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Rating B
Reward Index Good
Reward Grade B
Risk Index Fair
Risk Grade C
Company Info BCEGX-NASDAQ Click to
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Provider Sterling Capital Funds
Manager/Tenure (Years) Charles (Chip) J. Wittmann (5), Jeremy M. Lopez (3)
Website http://www.sterlingcapitalfunds.com
Fund Information BCEGX-NASDAQ Click to
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Fund Name Sterling Capital Equity Income Fund Class C
Category Large Value
Sub-Category US Equity Large Cap Value
Prospectus Objective Equity-Income
Inception Date Jun 30, 2004
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 0.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares BCEGX-NASDAQ Click to
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Dividend Yield 0.09%
Dividend BCEGX-NASDAQ Click to
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Dividend Yield (Forward) 1.87%
Asset Allocation BCEGX-NASDAQ Click to
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Cash 1.19%
Stock 98.57%
U.S. Stock 93.88%
Non-U.S. Stock 4.69%
Bond 0.24%
U.S. Bond 0.21%
Non-U.S. Bond 0.03%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History BCEGX-NASDAQ Click to
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7-Day Total Return -0.72%
30-Day Total Return -2.62%
60-Day Total Return -3.82%
90-Day Total Return -1.76%
Year to Date Total Return 5.32%
1-Year Total Return 3.29%
2-Year Total Return 0.97%
3-Year Total Return 25.44%
5-Year Total Return 27.07%
Price BCEGX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV BCEGX-NASDAQ Click to
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Nav $17.83
1-Month Low NAV $17.72
1-Month High NAV $18.46
52-Week Low NAV $16.50
52-Week Low NAV (Date) Mar 27, 2026
52-Week High NAV $21.88
52-Week High Price (Date) Oct 06, 2025
Beta / Standard Deviation BCEGX-NASDAQ Click to
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Beta 0.66
Standard Deviation 12.50
Balance Sheet BCEGX-NASDAQ Click to
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Total Assets 542.20M
Operating Ratios BCEGX-NASDAQ Click to
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Expense Ratio 1.82%
Turnover Ratio 50.76%
Performance BCEGX-NASDAQ Click to
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Last Bull Market Total Return 9.41%
Last Bear Market Total Return -8.26%