Category | Fund Name | Summary | Net Assets ($ M)* | YTD (%) |
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Multi-Cap-Core | Sterling Capital Behavioral International Equity Fund | 118.15 | 0 | |
The fund seeks maximum total return in the long term by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on securities of foreign (non-U.S.) companies, and primarily invests in international developed market equity securities. Then the team employs behavioral finance principles to look for opportunities created by irrational investor behavior. The team seeks to capitalize on these behaviorally driven market anomalies. In implementing behavioral finance principles, the team ranks companies on the basis of factors, such as valuation, price momentum and earnings revisions. Other factors that the team considers are market capitalization, country exposure, and sector exposure. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund also may invest in securities of real estate investment trusts and exchange-traded funds. |
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Large-Cap-Value | Sterling Capital Behavioral Large Cap Value Equity Fund | 31.52 | 6.3 | |
The fund seeks maximum total return in the long term by investing in mega-and large-size companies in the United States. The disciplined investment process starts with a list of companies in the benchmark index and focuses on undervalued companies which may not appreciate in value as anticipated or remain undervalued for longer than anticipated. Next the research team ranks the investable universe to a list of companies on the basis of valuation, price momentum and earnings revisions. Then the team also takes into account factors such as liquidity and sector exposure to construct a diversified portfolio. The team believes that emotionally charged investment decisions can lead to stock price anomalies that create buying opportunities in the marketplace. The team employs behavioral finance principles to capitalize on these market inefficiencies. The manager constructs a diversified portfolio and allocates capital based conviction from a select list recommended by the research team. The fund has the flexibility to invest in Real Estate Investment Trusts, and exchange-traded funds. |
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Small-Cap-Value | Sterling Capital Behavioral Small Cap Value Equity Fund | 140.57 | 0 | |
The fund seeks maximum total return by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team employs behavioral finance principles to look for opportunities created by irrational investor behavior. The team seeks to capitalize on these behaviorally driven market anomalies. In implementing behavioral finance principles, the team ranks companies on the basis of factors, such as valuation, price momentum and earnings revisions. Other factors that the team considers are market capitalization, country exposure, and sector exposure. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest in securities of middle and large capitalization companies. |
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Equity-Income | Sterling Capital Equity Income Fund | 2190 | 0 | |
The fund seeks capital appreciation and current income by investing in companies across any size in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in dividend-paying equity securities, emphasizing companies with a track record of increasing dividend rates. The team also focuses on companies that are lagging in market price for temporary reasons and are trading at discounts to their estimated intrinsic value. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts. |
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Mid-Cap-Core | Sterling Capital SMID Opportunities Fund | 7.07 | 0 | |
The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States. The investment process starts with a list of companies in the benchmark index that may be out of favor for perceived temporary reasons. The research team is using fundamental analysis to assess companies based on valuation and growth characteristics. The team utilizes qualitative techniques to identify companies that demonstrate above-average revenue and profit growth outlook. The fund uses a multi-style approach, meaning that it invests across both value- and growth-oriented companies. |
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Multi-Cap-Core | Sterling Capital Special Opportunities Fund | 476.28 | 1.8 | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process focuses on companies in the benchmark index that are lagging in market price due to temporary economic circumstances and trading at a discount to their estimated intrinsic value. The investment team also integrates environmental, social, and governance factors into its investment process. Then the research team looks for companies exhibiting above-average revenue and profit growth. The research team combines fundamental analysis overlaid with top-down macroeconomic trends. The team is driven by fundamental analysis to examine the valuation, growth and momentum characteristics of a particular issuer. Valuation is a key determinant in selecting stocks for the portfolio. The team looks for below average valuations with above average earnings with below average risk and above average returns. Then the manager utilizes a multi-style approach to construct a concentrated portfolio of 30 to 35 stocks. The manager has the flexibility to invest across different capitalization levels and invest in both value- and growth-oriented companies. The fund seeks to achieve best perceived combination of underlying growth potential at the lowest available valuation. |
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Mid-Cap-Value | Sterling Capital Stratton Mid Cap Value Fund | 44.35 | -0.8 | |
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization companies. The team prefers companies that are estimated to trade below their fair values. Also, the team focuses on factors such as earnings momentum and relative price strength. In addition, the team seeks to identify business catalysts which will serve to drive future earnings growth, increase investor interest and expand valuation. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may also invest in real estate investment trusts, including mortgage REITs, and other real estate-related securities.
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Real Estate-NA | Sterling Capital Stratton Real Estate Fund | 74.27 | -2.2 | |
The fund seeks total return by investing in companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on securities of real estate and real estate-related companies, or in companies which own significant real estate assets including real estate investment trusts. The team believes a real estate company derives at least 50% of its revenue from the ownership, construction, financing, management or sale of commercial, industrial, or residential real estate, or has at least 50% of its assets in such real estate. Then the manager constructs a portfolio from a list of companies favored by the research team and allocates capital based on its conviction level. Additionally, the fund will invest more than 25% of its net assets in REITs, including mortgage REITs and other real estate-related securities. The fund may also invest in securities of foreign issuers. |
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Small-Cap-Value | Sterling Capital Stratton Small Cap Value Fund | 469.6 | 0 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies that are estimated to trade below their fair values. The team also focuses on measures such as earnings momentum and relative price strength. In addition, the team seeks to identify business catalysts which will serve to drive future earnings growth, increase investor interest and expand valuation. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may also invest in real estate investment trusts, including mortgage REITs, and other real estate-related securities.
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* Net Assets include for all classes