About BBGVX
Sterling Capital Intermediate U.S. Government Fund Institutional Shares is an actively managed intermediate-term bond mutual fund focused on achieving current income while preserving capital. The fund primarily invests in a diversified portfolio of U.S. government securities, including Treasury bonds and government agency obligations, with the aim of maintaining an average portfolio life of about 5.6 years and an effective duration around 4.7 years. By targeting intermediate maturities, the fund seeks to balance interest rate sensitivity with yield generation. Sterling Capital Management LLC serves as the fund’s investment adviser, employing a disciplined approach to sector allocation and security selection. The fund may also hold limited positions in short-term obligations, asset-backed securities, corporate bonds, municipal securities, and other investment funds to enhance diversification. Its low turnover rate reflects a strategy oriented toward longer-term holdings, and its institutional share class is designed for investors seeking efficient, cost-effective access to U.S. government bond exposure. The fund plays a key role for investors and institutions looking for steady income and risk mitigation within the taxable bond segment of their portfolios.
Fund Family Sterling Capital Funds
Category Intermediate Government
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BBGVX
Share Class Institutional Class
Index Bloomberg U.S. Govt Bond Intermediate TR
BBGVX had a total return of 4.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.08%.
