Sterling Capital Strategic Allocation Balanced Fund Class C (BCMCX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.34
-0.05 (-0.40%)
At close: May 19, 2026
1.23% (1Y)
| Fund Assets | 66.11M |
| Expense Ratio | 1.79% |
| Min. Investment | $5,000 |
| Turnover | 34.00% |
| Dividend (ttm) | 0.00 |
| Dividend Yield | 0.03% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Apr 29, 2026 |
| Previous Close | 12.39 |
| YTD Return | n/a |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 12.17 |
| 52-Week High | 12.49 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | n/a |
About BCMCX
The fund invests predominantly in exchange-traded funds ("ETFs") that each invest primarily in domestic or foreign (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents. The adviser defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. It invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs.
Fund Family Beacon Capital Management Inc
Category Tactical Allocation
Stock Exchange NASDAQ
Ticker Symbol BCMCX
Share Class C Class
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% |