Sterling Capital Behavioral Large Cap Value Equity Fund Class A: (MF: BBTGX)
(NASDAQ Mutual Funds) As of Jan 9, 2026 05:03 PM ET
$37.68 USD
+0.19 (0.51%)
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.61 | 6 |
| 3 months | 7.00 | 7 |
| 6 months | 14.48 | 28 |
| 1 Year | 13.80 | 25 |
| 3 Year | 16.24 | 27 |
| 5 Year | 15.90 | 7 |
| 10 Year | 10.59 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 102.21 |
| Bear Market (10/07 - 2/09) | -54.31 |
| Bull Market (2/09 - 3/21) | 623.46 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 10.85 |
| 5 Year | 16.05 |
| 10 Year | 10.34 |
| Since Inception | 8.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.46 | 7.16 | 5.40 | NA |
| 2024 | 14.01 | -2.89 | 8.64 | 0.30 |
| 2023 | -0.12 | 4.11 | -1.27 | 9.31 |
| 2022 | 0.33 | -12.04 | -5.80 | 13.41 |
| 2021 | 14.67 | 6.10 | -0.91 | 8.47 |
| 2020 | -26.66 | 13.09 | 3.72 | 14.12 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.61 | 20.64 | 12.20 | -5.72 | 30.78 | -1.82 | 19.88 | -10.51 | 18.49 | 10.41 | -2.34 |
| % Total Return Rel to Index | 4.11 | -4.38 | -14.03 | 12.48 | 2.09 | -20.22 | -11.60 | -6.11 | -3.30 | -1.52 | -3.73 |
| % Total Return Rel to Peer | 7.19 | 4.80 | -3.07 | 5.06 | 6.44 | -10.02 | -5.75 | -2.95 | 1.08 | -0.91 | 0.87 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 1.00 | 5.00 | 5.00 | 5.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.37 | 0.49 | 0.38 | 0.40 | 0.04 | 0.58 | 0.43 | 0.29 | 0.37 | 0.31 | 0.24 |
| % Yield | 0.97 | 1.56 | 1.79 | 1.67 | 0.18 | 2.92 | 1.99 | 1.44 | 1.62 | 1.57 | 1.34 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 1.74 | 0.20 | 0.00 | 0.00 |
| Expense Ratio | 1.04 | 1.00 | 1.09 | 1.00 | 0.88 | 0.89 | 0.89 | 0.87 | 0.89 | 1.01 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%
