Sterling Capital Strategic Allocation Balanced Fund Class C (BCMCX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
11.88
-0.01 (-0.08%)
Jan 26, 2021, 4:00 PM EDT
-0.17% (1Y)
| Fund Assets | 29.19M |
| Expense Ratio | 1.79% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 11.89 |
| YTD Return | 1.54% |
| 1-Year Return | 4.09% |
| 5-Year Return | 44.42% |
| 52-Week Low | 8.89 |
| 52-Week High | 11.99 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | n/a |
About BCMCX
Category Tactical Allocation
Ticker Symbol BCMCX
Share Class C Class
Performance
BCMCX had a total return of 4.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.12%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| BCGTX | Institutional Class | 0.79% |
| BAMGX | A Class | 1.04% |
Top Holdings
101.53% of assets| Name | Symbol | Weight |
|---|---|---|
| Sterling Capital Total Return Bond Fund Institutional Shares | BIBTX | 38.54% |
| STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND | SBIIX | 30.45% |
| Sterling Capital Equity Income Fund Institutional Shares | BEGIX | 15.69% |
| Sterling Capital Special Opportunities Fund Institutional Shares | BOPIX | 15.62% |
| Federated Treasury Obligations Fund | TOIXX | 1.23% |