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Sterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund Ranking and Research

Ranking, Research and Recommendation of Sterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund

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Graph of Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) ManagerFund Manager - Robert W. Bridges

Fund Manager Information

Fund Manager Tenure: 6.2 years
Fund Family: Sterling Capital Funds
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) ProfileSterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) Profile

Fund Profile and Description

Sterling Capital Behav Lg Cp Val Eq Intl Fund seeks capital growth, current income or both. Sterling Capital Behav Lg Cp Val Eq Intl Fund invests at least 80% assets plus borrowings for investment purposes in the securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor’s 500 Index. Normally it primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, and may invest in preferred stocks, warrants or debt instruments that are convertible to common stock. Sterling Capital Behav Lg Cp Val Eq Intl Fund also invests in exchange-traded funds (“ETFs”). It may engage in securities lending.

 

Sterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund Strength What we like about Sterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund

Data for Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) as of May 30, 2016

  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) management has been with Sterling Capital Behav Lg Cp Val Eq Intl Fund for 6.2 years
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) has good mid-term performance (3-year return 9.35% vs 7.81% Large Value category median performance)
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) ratio of up-years vs down years is greater than 2
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.56, lower than category average of 11.7
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) has a lower expense ratio than its Large Value average: 0.81% vs 1.10%
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) Weakness What we are cautious about Sterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund

Data for Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) as of May 30, 2016

  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) has a less-than-ideal short-term performance (1-year return -3.61% vs -2.36% Large Value category median performance)
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) has a less-than-ideal Long-term performance (5-year return 8.70% vs 9.15% Large Value category median performance)
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) has a Morningstar rating of 3 and below
  • Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) has an annual stock turnover rate of 135.05% that is higher than the Large Value average of 44.24%. This could mean Sterling Capital Behav Lg Cp Val Eq Intl is more nimble, but also signal potential high tax impact and high trading fees
See Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) performance details as of May 30, 2016

 

What do you think?

 

Compare Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Sterling Capital Behav Lg Cp Val Eq Intl0.33-3.619.358.70
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) Net Asset TrackingSterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund Net Asset

Track net asset change of Sterling Capital Behav Lg Cp Val Eq Intl fund (BBISX)

DateNet Asset
05/2016$274.08M
03/2016$277.02M
02/2016$259.05M
More historic net asset information on Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX)

  

Graph of Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) Portfolio TrackingSterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund Portfolio Allocation

Track portfolio allocation change of Sterling Capital Behav Lg Cp Val Eq Intl fund (BBISX)

DateCashStockBondOther
04/20161.84%98.16%0%0%
02/20160.24%97.92%0%1.84%
01/20161.07%98.5%0%0.43%
Click here to see more historic asset allocation information on Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX)

 

graph of Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) Top 10 Position TrackingTop 10 Holdings in Sterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund

Discover what Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX) manager is buying

Apr 29, 2016
Johnson & Johnson Common Stock [4.27%]
JP Morgan Chase & Co. Common St [3.74%]
Wells Fargo & Company Common St [2.94%]
Intel Corporation [2.67%]
AT&T Inc. [2.07%]
Target Corporation Common Stock [2.07%]
Capital One Financial Corporati [2.03%]
D/B/A Chubb Limited New Common [2.02%]
AFLAC Incorporated Common Stock [1.99%]
Southern Company (The) Common S [1.96%]

Feb 28, 2016
JP Morgan Chase & Co. Common St [3.54%]
Wells Fargo & Company Common St [2.94%]
Intel Corporation [2.89%]
Target Corporation Common Stock [2.18%]
Dow Chemical Company (The) Comm [2.17%]
AT&T Inc. [2.1%]
Phillips 66 Common Stock [2.02%]
Southern Company (The) Common S [2.01%]
The Travelers Companies, Inc. C [1.97%]
Capital One Financial Corporati [1.96%]

Jan 30, 2016
JP Morgan Chase & Co. Common St [3.7%]
Pfizer, Inc. Common Stock [3.56%]
Wells Fargo & Company Common St [3.11%]
AT&T Inc. [2.25%]
Intel Corporation [2.16%]
Phillips 66 Common Stock [2.07%]
Southern Company (The) Common S [2.01%]
Target Corporation Common Stock [1.99%]
Valero Energy Corporation Commo [1.98%]
The Travelers Companies, Inc. C [1.94%]
Click here for Stock Holding Change Map in Sterling Capital Behav Lg Cp Val Eq Intl Fund (BBISX)

  

Latest News on Sterling Capital Behav Lg Cp Val Eq Intl (BBISX) Fund

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