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Sterling Capital Total Return Bond I Fund (BIBTX)

Fund performance review and position details on Sterling Capital Total Return Bond I Fund (BIBTX)

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Sterling Capital Total Return Bond I Fund (BIBTX) HighlightSterling Capital Total Return Bond I Fund (BIBTX) Fund Summary

Sterling Capital Total Return Bond I Fund (BIBTX) statistics as of May 30, 2016

Category: Intermediate-Term Bond
Fund Family: Sterling Capital Funds
Net Asset: $697.73M
Yield: 3.44%
Year-to-Date Return: 3.75%
Morningstar rating: 4

 

Sterling Capital Total Return Bond I Fund (BIBTX) CostSterling Capital Total Return Bond I Fund (BIBTX) Cost

Sterling Capital Total Return Bond I Fund (BIBTX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Intermediate-Term Bond average): 0.48% (0.81%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 41.37%

 

Sterling Capital Total Return Bond I Fund (BIBTX) PerformanceSterling Capital Total Return Bond I Fund (BIBTX) Performance

Most current Sterling Capital Total Return Bond I Fund (BIBTX) Performance

1-month Performance (Intermediate-Term Bond category median performance): 0.09% (0.01%)
3-month Performance (Intermediate-Term Bond category median performance): 2.39% (1.94%)
1 Year Performance (Intermediate-Term Bond category median performance): 3.24% (2.06%)
3 Year Performance (Intermediate-Term Bond category median performance): 3.10% (2.45%)
5 Year Performance (Intermediate-Term Bond category median performance): 3.66% (3.27%)
Number of Years of positive return: 15 years
Number of Years of negative return: 1 years
3 year Alpha (Intermediate-Term Bond category average): 0.27 (-0.36)
3 year Beta (Intermediate-Term Bond category average): 0.97 (0.94)
3 year Sharpe Ratio: 1.09
3 year Treynor: 3.12

Sterling Capital Total Return Bond I Fund (BIBTX) topholdingTop Stock Holdings in Sterling Capital Total Return Bond I Fund (BIBTX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
US Treasury Note1.86%N/A
Avis Budget Rental Fdg 2014-2 2.5%1.35%N/A
Santander Drive Auto 2015-4 2.26%1.14%N/A
Hertz Vehicle Fin Ii Lp 2016-2 2.95%1.09%N/A
FNMA 4%0.97%N/A
Ford Cr Auto Own Tr 2014-Rev2 FRN0.88%N/A
US Treasury Bond 3.125%0.88%N/A
Encore Credit Rec Tr 2005-4 FRN0.85%N/A
US Treasury Bond0.79%N/A
Avis Budget Rental Fdg 2014-1 2.46%0.77%N/A
*Note: The price change will reset to 0 after the midnight

 

Sterling Capital Total Return Bond I Fund (BIBTX) Portfolio AllocationSterling Capital Total Return Bond I Fund (BIBTX) Fund Portfolio Allocation

Sterling Capital Total Return Bond I Fund (BIBTX) Fund Portfolio Allocation data as of 04/2016

Stock0%
Bond95.68%
Cash3.28%
Other0%

 

Sterling Capital Total Return Bond I Fund (BIBTX) CompareCompare with other Intermediate-Term Bond category mutual funds

Below are some additional Intermediate-Term Bond mutual funds generated out of our database

Fund1 Year3 year5 year
Sterling Capital Total Return Bond I3.243.103.66
DoubleLine Total Return Bond N (DLTNX)2.452.984.59 Compare
Touchstone Flexible Income Y (MXIIX)3.853.804.64 Compare
Goldman Sachs Core Fixed Income Instl (GSFIX)2.752.793.64 Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Sterling Capital Total Return Bond I Fund (BIBTX) PerformanceOther Financial Data Web Sites on Sterling Capital Total Return Bond I Fund (BIBTX)

Addition research sites for Sterling Capital Total Return Bond I Fund (BIBTX)

 

Sterling Capital Total Return Bond I Fund (BIBTX) Related ResourcesSee more information on Sterling Capital Total Return Bond I (BIBTX) Fund

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