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Mutual Funds

Sterling Capital Funds

Exchange Hours Website
9:30 - 15:59 ET www.sterlingcapitalfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
SHORT DURATION BOND FUND A BSGAX Bond USD 1,000,000 USD 1,000 N/A A Yes
NORTH CAROLINA INTERM TAX FREE FUND A BNCAX Bond USD 1,000,000 USD 1,000 N/A A Yes
SHORT DURATION BOND FUND INSTITUTIONAL BBSGX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
BEHAVIORAL LGECAP VALUE EQUITY CLASS A BBTGX Stock USD 1,000,000 USD 1,000 N/A A Yes
INTERMEDIATE U.S. GOVERNMENT FUND A BGVAX Bond USD 1,000,000 USD 1,000 N/A A Yes
INTERMEDIATE U.S. GOVERNMENT I BBGVX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
BEHAVIORAL LGECAP VALUE EQUITY CLASS I BBISX Stock USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
NORTH CAROLINA INTERM TAX-FREE FUND INST BBNTX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
WEST VIRGINIA INTERMEDIATE TAX FREE A BWVAX Bond USD 1,000,000 USD 1,000 N/A A Yes
MID VALUE FUND CLASS I OVEIX Stock USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
MID VALUE FUND CLASS A OVEAX Stock USD 1,000,000 USD 1,000 N/A A Yes
BEHAVIORAL SMCAP VAL EQUITY CLASS I SPSCX Stock USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
DIVERSIFIED INCOME FUND CLASS I BMGTX Balanced USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
STRATEGIC ALLOCATION BALANCED FD CLASS I BCGTX Balanced USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
STRATEGIC ALLOCATION GROWTH FUND CLASS I BCMTX Balanced USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
SOUTH CAROLINA INTERMEDIATE TAX-FREE A BASCX Bond USD 1,000,000 USD 1,000 N/A A Yes
STERLING CAPITAL DIVERSIFIED INCOME FUND BCGAX Balanced USD 1,000,000 USD 1,000 N/A A Yes
STRATEGIC ALLOCATION GROWTH FUND CLASS A BCMAX Balanced USD 1,000,000 USD 1,000 N/A A Yes
STRATEGIC ALLOCATION BALANCED FD CLASS A BAMGX Balanced USD 1,000,000 USD 1,000 N/A A Yes
VIRGINIA INTERMEDIATE TAX-FREE FUND I BVATX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
SOUTH CAROLINA INTERMEDIATE TAX FREE I BSCIX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
VIRGINIA INTERMEDIATE TAX FREE FUND A BVAAX Bond USD 1,000,000 USD 1,000 N/A A Yes
TOTAL RETURN BOND FUND A BICAX Bond USD 1,000,000 USD 1,000 N/A A Yes
TOTAL RETURN BOND FUND INSTITUTIONAL BIBTX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
SPECIAL OPPORTUNITIES FUND CLASS A BOPAX Stock USD 1,000,000 USD 1,000 N/A A Yes
SPECIAL OPPORTUNITIES FUND CLASS I BOPIX Stock USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
EQUITY INCOME FUND CLASS A BAEIX Stock USD 1,000,000 USD 1,000 N/A A Yes
EQUITY INCOME FUND CLASS I BEGIX Stock USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
KENTUCKY INTERMEDIATE TAX-FREE FUND A BKTAX Bond USD 1,000,000 USD 1,000 N/A A Yes
MARYLAND INTERMEDIATE TAX-FREE FUND A BMAAX Bond USD 1,000,000 USD 1,000 N/A A Yes
KENTUCKY INTERMEDIATE TAX-FREE FUND I BKITX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
MARYLAND INTERMEDIATE TAX FREE FUND I BMAIX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
STERLING CAPITAL CORPORATE FUND SCCPX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
SECURITIZED OPPORTUNITIES FUND I SCSPX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
ULTRA SHORT BOND FUND A BUSRX Bond USD 1,000,000 USD 1,000 N/A A Yes
ULTRA SHORT BOND FUND INSTITUTIONAL BUSIX Bond USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
SECURITIZED OPPORTUNITIES FUND A SCSSX Bond USD 1,000,000 USD 1,000 N/A A Yes
STERLING CAPITAL CORPORATE FUND SCCMX Bond USD 1,000,000 USD 1,000 N/A A Yes
BEHAVIORAL INTERNATIONAL EQ FD CLASS I SBIIX Stock USD 1,000,000 USD 25,000 N/A INSTITUTIONAL Yes
BEHAVIORAL INTERNATIONAL EQ FD CLASS A SBIAX Stock USD 1,000,000 USD 1,000 N/A A Yes
STRATTON MID CAP VALUE FUND CLASS A STRLX Equity USD 1,000,000 USD 1,000 N/A A Yes
STRATTON REAL ESTATE FUND CLASS A STMMX Equity USD 1,000,000 USD 1,000 N/A A Yes
STRATTON SMALL CAP VALUE FUND CLASS A STSNX Equity USD 1,000,000 USD 1,000 N/A A Yes
SMID OPPORTUNITIES FUND CLASS A SMDPX Equity USD 1,000,000 USD 1,000 N/A A Yes

Notes:

  1. Advisor minimums may be lower.