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Sterling Capital Equity Income Fund Institutional Class: (MF: BEGIX)

(NASDAQ Mutual Funds) As of Oct 30, 2026 05:24 PM ET

$19.11 USD

-0.11 (-0.57%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 5.44 84
3 months 0.02 53
6 months 5.99 80
1 Year 3.98 94
3 Year 8.08 95
5 Year 6.09 90
10 Year 10.23 66

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.23
Bull Market (2/09 - 3/21) 668.21

Load Adjusted Returns as of Sep 30, 2026

1 Year 3.98
5 Year 6.09
10 Year 10.23
Since Inception 9.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.52 5.97 0.02 NA
2025 1.23 0.56 1.21 -1.37
2024 7.08 -2.50 5.98 -5.09
2023 -0.25 2.28 -1.83 12.21
2022 -1.19 -8.05 -5.38 12.66
2021 8.29 7.31 0.36 9.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.431.615.0112.37-3.1628.048.5925.37-0.6520.9515.62
% Total Return Rel to Index -7.30-16.60-20.00-13.8715.04-0.63-9.80-6.113.74-0.843.68
% Total Return Rel to Peer -4.62-13.44-10.82-2.907.623.700.39-0.266.913.544.30
% Perf Quintile vs Peer* 5.005.005.003.001.002.003.003.001.001.001.00
% Dividends 0.150.290.390.420.410.380.400.440.350.400.36
% Yield 0.901.281.390.731.451.231.631.881.681.731.83
Capital Gains ($) 0.004.515.462.131.740.480.000.841.521.940.02
Expense Ratio 0.870.820.830.820.790.780.770.770.770.780.96

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