About BBISX
Sterling Capital Behavioral Large Cap Value Equity Fund Class I is a mutual fund that seeks maximum long-term total return by investing primarily in equity securities of large companies. The portfolio management team employs principles of behavioral finance, which posits that investor emotions lead to predictable irrational decisions and stock price anomalies, creating buying opportunities. They use a disciplined process to rank companies in the investment universe based on factors including valuation, price momentum, and earnings revisions, while considering country and sector exposure to build a diversified portfolio. Securities are sold when rankings deteriorate or to manage liquidity, sector exposure, or diversification. The fund may include undervalued securities, REITs influenced by real estate conditions, and ETFs, which could involve additional costs or tracking differences. It typically holds over 100 positions in large-cap value stocks, focusing on those exhibiting behavioral market inefficiencies across various sectors.
Fund Family Sterling Capital Funds
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BBISX
Share Class Institutional Class
Index Russell 1000 Value TR
BBISX had a total return of 25.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.90%.
