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Sterling Capital Behavioral Large Cap Value Equity Fund Class A: (MF: BBTGX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$27.36 USD
+0.17 (0.63%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in October 1992 and is managed by BB&T Asset Management, Inc. The fund seeks capital growth, current income or both, primarily through investment in stocks. To pursue this goal, the fund invests in domestically traded U.S. common stocks of large U.S. companies whose capitalization is within the range of those companies in the Russell 1000@ Value Index as well as American Depositary Receipts (''ADRs''). The fund distributes income dividends monthly and capital gains are distributed at least annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Sterling Capital Bhv LgCapVal Eq A | BBTGX | 5.75 | NA | 0.00 | 0.25 | 0.45 | 1.09 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Select Equity A | BBTGX | 27.36 | 10/9/1992 | 0.51 | 28.09 | 11.21 | 11.31 |
| Sterling Capital Select Equity I | BBISX | 28.38 | 10/9/1992 | 0.56 | 28.45 | 11.48 | 11.58 |
| Sterling Capital Select Equity C | BCVCX | 27.01 | 5/30/2001 | 0.40 | 27.15 | 10.38 | 10.48 |
| Stralem Equity Fund Adv | STRAX | 28.49 | 2/1/2018 | 0.58 | 28.52 | 11.61 | 11.66 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Sterling Capital Bhv LgCapVal Eq A | BBTGX | 1000 | 0 | 0 | Q |
Contact Information
| Family | Sterling |
| Address | 4400 Computer Drive Westborough, MA 01571-1722 |
| Phone | 800 228-1872 |