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Focus – A Concentrated Equity Strategy Seeking Excess Returns
Aims to invest in positions with attractive returns, visible reinvestment opportunities and talented management.
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Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 379 Intermediate Core Bond funds as of 06.30.2023.
老王加速器iphone
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 1,109 Large Value funds as of 06.30.2023.
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Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 225 Real Estate funds as of 06.30.2023.
Global Leaders SMA
Invests primarily in market leaders exhibiting sustainable advantages in production, marketing and R&D.
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07.01.2023
The Lead - "The Importance of Balance Sheets" -
08.03.2023
Advisory Solutions Weekly Market Update -
08.03.2023
Fixed Income Bond Market Review -
08.03.2023
Equity Opportunities Weekly Market Recap
- Behavioral International Equity Fund
- Behavioral Large Cap Value Equity Fund
- Behavioral Small Cap Value Equity Fund
- Equity Income Fund
- Mid Value Fund
- SMID Opportunities Fund
- Special Opportunities Fund
- Sterling Capital Stratton Mid Cap Value Fund
- Sterling Capital Stratton Real Estate Fund
- Sterling Capital Stratton Small Cap Value Fund
- Corporate Fund
- Intermediate U.S. Government Fund
- Kentucky Intermediate Tax-Free Fund
- Maryland Intermediate Tax-Free Fund
- North Carolina Intermediate Tax-Free Fund
- Quality Income Fund (Formerly Securitized Opportunities Fund)
- Short Duration Bond Fund
- South Carolina Intermediate Tax-Free Fund
- Total Return Bond Fund
- Ultra Short Bond Fund
- Virginia Intermediate Tax-Free Fund
- West Virginia Intermediate Tax-Free Fund
- Diversified Income Fund
- Strategic Allocation Balanced Fund
- Strategic Allocation Growth Fund
- Enhanced Equity SMA
- Equity Income SMA
- Focus
- Global Leaders SMA
- Insight SMA
- Mid Cap Value SMA
- SMID Opportunities SMA
- Special Opportunities SMA
- Stratton Small Cap Value
- Core SMA
- Enhanced Cash SMA
- Enhanced Cash Municipal SMA
- Full Term Gov/Credit SMA
- Intermediate Corporate SMA
- Intermediate Gov/Credit A+ SMA
- Intermediate Gov/Credit SMA
- Intermediate Government SMA
- Short Intermediate Municipal SMA
- Short Term Government SMA
- Short Term Gov/Credit SMA
- Short Term Gov/Credit A+ SMA
- Short Term Corporate SMA
- Short Term Municipal SMA
- Short Intermediate National Municipal SMA
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- Aggressive Growth
- Balanced
- Core Fixed Income
- Diversified Income
- Growth
- Income
- Income and Growth
- Income Primary
- Intermediate Fixed Income
- Short Fixed Income
- Tax-Free Bond
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Our investment teams apply proprietary research, prudent risk management an expert market analysis to proven investment strategies that seek to generate consistent performance to institutions, financial advisors and individuals.
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Our investment experts share their perspectives on market events, economic data and developing themes in our monthly review of the global capital markets.
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Stay up to date and gain insight to our latest thinking on the issues that matter most to you.
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Sterling Capital Management LLC is a group of 132 seasoned investment and client service professionals who manage $59B (as of 06.30.2023).
Mutual Fund Performance Summary
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