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Sterling Capital Behavioral Large Cap Value Equity Fund Inst Class: (MF: BBISX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 04:53 PM ET

$44.23 USD

+0.12 (0.27%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 26.10 1
3 months 9.90 1
6 months 16.12 2
1 Year 36.84 1
3 Year 26.08 1
5 Year 15.94 1
10 Year 13.43 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.74
Bear Market (10/07 - 2/09) -54.11
Bull Market (2/09 - 3/21) 863.35

Load Adjusted Returns as of Aug 31, 2026

1 Year 31.48
5 Year 15.08
10 Year 13.02
Since Inception 9.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 4.32 13.26 NA NA
2025 3.57 7.20 5.48 5.48
2024 14.12 -2.88 8.74 0.33
2023 -0.06 4.18 -1.20 9.35
2022 0.38 -11.93 -5.79 13.49
2021 14.78 6.14 -0.86 8.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 26.0923.5420.9212.48-5.4831.07-1.5920.17-10.3018.8410.68
% Total Return Rel to Index 12.015.32-4.09-13.7612.722.38-19.99-11.31-5.91-2.95-1.25
% Total Return Rel to Peer 10.498.495.08-2.805.316.72-9.79-5.47-2.741.43-0.63
% Perf Quintile vs Peer* 1.001.002.003.002.001.005.005.005.002.004.00
% Dividends 0.300.550.560.440.460.100.610.480.340.420.35
% Yield 0.651.441.752.081.900.403.032.201.701.831.79
Capital Gains ($) 0.000.000.000.000.000.000.000.571.740.200.00
Expense Ratio 0.760.800.750.840.750.640.640.640.630.640.76

* 1 = Top 20%, 5 = Bottom 20%