Back to top
more

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

(NASDAQ Mutual Funds) As of Aug 25, 2025 08:00 PM ET

$22.49 USD

-0.13 (-0.58%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD 1.06 96
3 months 4.04 92
6 months -2.29 97
1 Year -1.47 98
3 Year 6.39 91
5 Year 11.69 67
10 Year 10.03 44

* 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) 599.83

Load Adjusted Returns as of Jul 31, 2025

1 Year 2.40
5 Year 12.71
10 Year 10.26
Since Inception 10.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.23 0.56 NA NA
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
2020 -25.27 18.99 5.93 15.29

Annual Return

20252024202320222021202020192018201720162015
% Total Return 1.065.0112.37-3.1628.048.5925.37-0.6520.9515.62-2.89
% Total Return Rel to Index -7.52-20.00-13.8715.04-0.63-9.80-6.113.74-0.843.68-4.28
% Total Return Rel to Peer -6.20-10.82-2.907.623.700.39-0.266.913.544.300.32
% Perf Quintile vs Peer* 0.000.003.001.002.003.003.001.001.001.003.00
% Dividends 0.160.390.420.410.380.400.440.350.400.360.37
% Yield 0.691.391.051.451.231.631.881.681.731.831.99
Capital Gains ($) 0.005.462.131.740.480.000.841.521.940.021.10
Expense Ratio 0.830.830.820.790.780.770.770.770.780.960.97

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