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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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
SHORT DURATION BOND FUND A BSGAX USD 1,000 USD 1,000 Bond N/A A Yes
NORTH CAROLINA INTERM TAX FREE FUND A BNCAX USD 1,000 USD 1,000 Bond N/A A Yes
SHORT DURATION BOND FUND INSTITUTIONAL BBSGX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
BEHAVIORAL LGECAP VALUE EQUITY CLASS A BBTGX USD 1,000 USD 1,000 Stock N/A A Yes
INTERMEDIATE U.S. GOVERNMENT FUND A BGVAX USD 1,000 USD 1,000 Bond N/A A Yes
INTERMEDIATE U.S. GOVERNMENT I BBGVX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
BEHAVIORAL LGECAP VALUE EQUITY CLASS I BBISX USD 25,000 USD 25,000 Stock N/A INSTITUTIONAL Yes
NORTH CAROLINA INTERM TAX-FREE FUND INST BBNTX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
WEST VIRGINIA INTERMEDIATE TAX FREE I OWVAX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
WEST VIRGINIA INTERMEDIATE TAX FREE A BWVAX USD 1,000 USD 1,000 Bond N/A A Yes
MID VALUE FUND CLASS I OVEIX USD 25,000 USD 25,000 Stock N/A INSTITUTIONAL Yes
MID VALUE FUND CLASS A OVEAX USD 1,000 USD 1,000 Stock N/A A Yes
BEHAVIORAL SMCAP VAL EQUITY CLASS I SPSCX USD 25,000 USD 25,000 Stock N/A INSTITUTIONAL Yes
SOUTH CAROLINA INTERMEDIATE TAX-FREE A BASCX USD 1,000 USD 1,000 Bond N/A A Yes
VIRGINIA INTERMEDIATE TAX-FREE FUND I BVATX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
SOUTH CAROLINA INTERMEDIATE TAX FREE I BSCIX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
VIRGINIA INTERMEDIATE TAX FREE FUND A BVAAX USD 1,000 USD 1,000 Bond N/A A Yes
TOTAL RETURN BOND FUND A BICAX USD 1,000 USD 1,000 Bond N/A A Yes
TOTAL RETURN BOND FUND INSTITUTIONAL BIBTX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
SPECIAL OPPORTUNITIES FUND CLASS A BOPAX USD 1,000 USD 1,000 Stock N/A A Yes
SPECIAL OPPORTUNITIES FUND CLASS I BOPIX USD 25,000 USD 25,000 Stock N/A INSTITUTIONAL Yes
EQUITY INCOME FUND CLASS A BAEIX USD 1,000 USD 1,000 Stock N/A A Yes
EQUITY INCOME FUND CLASS I BEGIX USD 25,000 USD 25,000 Stock N/A INSTITUTIONAL Yes
STERLING CAPITAL CORPORATE FUND SCCPX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
SECURITIZED OPPORTUNITIES FUND I SCSPX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
ULTRA SHORT BOND FUND A BUSRX USD 1,000 USD 1,000 Bond N/A A Yes
ULTRA SHORT BOND FUND INSTITUTIONAL BUSIX USD 25,000 USD 25,000 Bond N/A INSTITUTIONAL Yes
SECURITIZED OPPORTUNITIES FUND A SCSSX USD 1,000 USD 1,000 Bond N/A A Yes
STERLING CAPITAL CORPORATE FUND SCCMX USD 1,000 USD 1,000 Bond N/A A Yes
BEHAVIORAL INTERNATIONAL EQ FD CLASS I SBIIX USD 25,000 USD 25,000 Stock N/A INSTITUTIONAL Yes
STRATTON MID CAP VALUE FUND CLASS A STRLX USD 1,000 USD 1,000 N/A N/A A Yes
STRATTON REAL ESTATE FUND CLASS A STMMX USD 1,000 USD 1,000 N/A N/A A Yes
STRATTON SMALL CAP VALUE FUND CLASS A STSNX USD 1,000 USD 1,000 N/A N/A A Yes
SMID OPPORTUNITIES FUND CLASS A SMDPX USD 1,000 USD 1,000 N/A N/A A Yes

Notes:

  1. Advisor minimums may be lower.