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Sterling Capital Total Return Bond I (BIBTX) Fund Ranking and Research

Ranking, Research and Recommendation of Sterling Capital Total Return Bond I (BIBTX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Sterling Capital Total Return Bond I Fund (BIBTX) ManagerFund Manager - Mark M. Montgomery

Fund Manager Information

Fund Manager Tenure: 10.8 years
Fund Family: Sterling Capital Funds
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Mark M. Montgomery, CFA, is Managing Director, Fixed Income Portfolio Manager and head of Sterling Capital's fixed income team. He worked for seven years in The Vanguard Group's long-term and high-yield municipal portfolio management team before joining Sterling Capital in 1997.  Get more insights on Mark M. Montgomery

 

Graph of Sterling Capital Total Return Bond I Fund (BIBTX) ProfileSterling Capital Total Return Bond I Fund (BIBTX) Profile

Fund Profile and Description

Sterling Capital Total Return Bond I Fund seeks a high level of current income and a competitive total return. Sterling Capital Total Return Bond I Fund invests primarily at least 80% of net assets plus borrowings for investment purposes in a diversified portfolio of bonds, including: securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, corporate bonds, asset-backed securities, mortgage-backed securities, including commercial mortgage-backed securities, and convertible securities. It may invest up to 25% of total assets in bonds that are below investment-grade, which are commonly referred to as high-yield or junk bonds, and/or foreign and emerging-market bonds.

 

Sterling Capital Total Return Bond I (BIBTX) Fund Strength What we like about Sterling Capital Total Return Bond I (BIBTX) Fund

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

  • Sterling Capital Total Return Bond I Fund (BIBTX) management has been with Sterling Capital Total Return Bond I Fund for 10.8 years
  • Sterling Capital Total Return Bond I Fund (BIBTX) has good short-term performance (1-year return 3.24% vs 2.06% Intermediate-Term Bond category median performance)
  • Sterling Capital Total Return Bond I Fund (BIBTX) has good mid-term performance (3-year return 3.10% vs 2.45% Intermediate-Term Bond category median performance)
  • Sterling Capital Total Return Bond I Fund (BIBTX) has good Long-term performance (5-year return 3.66% vs 3.27% Intermediate-Term Bond category median performance)
  • Sterling Capital Total Return Bond I Fund (BIBTX) ratio of up-years vs down years is greater than 2
  • Sterling Capital Total Return Bond I Fund (BIBTX) has a Morningstar rating of 4 and above
  • Asset base in Sterling Capital Total Return Bond I Fund (BIBTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Sterling Capital Total Return Bond I Fund (BIBTX) has an annual stock turnover rate of 41.37% vs Intermediate-Term Bond average of 158.97%. It is good that Sterling Capital Total Return Bond I management does not trade extensively for its return.
  • Sterling Capital Total Return Bond I Fund (BIBTX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.78, lower than category average of 3.08
  • Sterling Capital Total Return Bond I Fund (BIBTX) has a lower expense ratio than its Intermediate-Term Bond average: 0.48% vs 0.81%
  • Sterling Capital Total Return Bond I Fund (BIBTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Sterling Capital Total Return Bond I Fund (BIBTX) Weakness What we are cautious about Sterling Capital Total Return Bond I (BIBTX) Fund

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

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

 

What do you think?

 

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

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Sterling Capital Total Return Bond I3.753.243.103.66
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare
Goldman Sachs Core Fixed Income Instl (GSFIX)3.212.752.793.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare Sterling Capital Total Return Bond I Fund (BIBTX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of Sterling Capital Total Return Bond I Fund (BIBTX) Net Asset TrackingSterling Capital Total Return Bond I (BIBTX) Fund Net Asset

Track net asset change of Sterling Capital Total Return Bond I fund (BIBTX)

DateNet Asset
05/2016$697.73M
03/2016$678.38M
02/2016$664.59M
More historic net asset information on Sterling Capital Total Return Bond I Fund (BIBTX)

  

Graph of Sterling Capital Total Return Bond I Fund (BIBTX) Portfolio TrackingSterling Capital Total Return Bond I (BIBTX) Fund Portfolio Allocation

Track portfolio allocation change of Sterling Capital Total Return Bond I fund (BIBTX)

DateCashStockBondOther
04/20163.28%0%95.68%0%
02/20160.46%0%98.01%0.46%
01/20161.23%0%97.67%0%
Click here to see more historic asset allocation information on Sterling Capital Total Return Bond I Fund (BIBTX)

 

graph of Sterling Capital Total Return Bond I Fund (BIBTX) Top 10 Position TrackingTop 10 Holdings in Sterling Capital Total Return Bond I (BIBTX) Fund

Discover what Sterling Capital Total Return Bond I Fund (BIBTX) manager is buying

Apr 29, 2016
US Treasury Note [1.86%]
Avis Budget Rental Fdg 2014-2 2.5% [1.35%]
Santander Drive Auto 2015-4 2.26% [1.14%]
Hertz Vehicle Fin Ii Lp 2016-2 2.95% [1.09%]
FNMA 4% [0.97%]
Ford Cr Auto Own Tr 2014-Rev2 FRN [0.88%]
US Treasury Bond 3.125% [0.88%]
Encore Credit Rec Tr 2005-4 FRN [0.85%]
US Treasury Bond [0.79%]
Avis Budget Rental Fdg 2014-1 2.46% [0.77%]

Feb 28, 2016
US Treasury Bond 3.125% [2.41%]
Avis Budget Rental Fdg 2014-2 2.5% [1.41%]
Santander Drive Auto 2015-4 2.26% [1.19%]
Hertz Vehicle Fin Ii Lp 2016-2 2.95% [1.14%]
FNMA 4% [1.04%]
Cap One Cc Tr 2007-5a FRN [1.01%]
US Treasury Note [0.97%]
Ford Cr Auto Own Tr 2014-Rev2 FRN [0.92%]
FHLMC CMO [0.88%]
Encore Credit Rec Tr 2005-4 FRN [0.88%]

Jan 30, 2016
US Treasury Bond 3.125% [2.5%]
US Treasury Note 2.125% [2.47%]
Avis Budget Rental Fdg 2014-2 2.5% [1.38%]
Santander Drive Auto 2015-4 2.26% [1.2%]
FNMA 4% [1.06%]
Cap One Cc Tr 2007-5a FRN [1.01%]
US Treasury Note [0.96%]
Ford Cr Auto Own Tr 2014-Rev2 FRN [0.92%]
Encore Credit Rec Tr 2005-4 FRN [0.89%]
US Treasury Bond [0.77%]
Click here for Stock Holding Change Map in Sterling Capital Total Return Bond I Fund (BIBTX)

  

Latest News on Sterling Capital Total Return Bond I (BIBTX) Fund

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