Sterling Capital Behav Lg Cp Val Eq C (BCVCX)

Fund Assets	80.70M
Expense Ratio	1.80%
Min. Investment	$1,000
Turnover	108.16%
Dividend (ttm)	0.22
Dividend Yield	0.49%
Dividend Growth	n/a
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 29, 2026

Previous Close	43.80
YTD Return	26.31%
1-Year Return	37.71%
5-Year Return	100.65%
52-Week Low	32.15
52-Week High	43.85
Beta (5Y)	1.02
Holdings	112
Inception Date	Feb 1, 2001

About BCVCX

Sterling Capital Behavioral Large Cap Value Equity Fund Class C is a mutual fund that seeks to provide maximum long-term total return by investing primarily in equity securities of large-cap U.S. companies. The fund utilizes a behavioral finance-driven approach to identify undervalued stocks within the large-cap segment, aiming to capitalize on market inefficiencies caused by investor biases. The portfolio is diversified across major sectors, holding over 100 securities, with notable weights in companies such as JPMorgan Chase, Cisco Systems, and AbbVie. Its investment strategy favors established firms showing potential for value appreciation, while actively managing risk through robust diversification and high portfolio turnover. The fund is designed to serve investors seeking exposure to large-cap value equities and integrates quantitative and qualitative analysis to guide security selection. With a history dating back to 2001 for Class C shares, it occupies a significant role within the large-cap value mutual fund category, as acknowledged by independent ratings based on risk-adjusted return and consistency over time.

• Fund Family: Sterling Capital Funds
• Category: Large Value
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BCVCX
• Share Class: C Class
• Index: Russell 1000 Value TR

Performance

BCVCX had a total return of 37.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.66%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FSLVX	Fidelity	Fidelity Stock Selector Large Cap Value Fund	0.81%
SWLVX	Schwab	Schwab U.S. Large-Cap Value Index Fund	0.03%
FSCZX	Fidelity	Fidelity Advisor Stk Selec Lg Cp Val Z	0.71%
FLUAX	Fidelity	Fidelity Advisor Stk Selec Lg Cp Val A	1.11%
FIOOX	Fidelity	Fidelity Series Large Cap Value Index Fund	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
STRAX	Class R6	0.69%
BBISX	Institutional Class	0.80%
BBTGX	A Class	1.05%

Top 10 Holdings

20.51% of assets

Name	Symbol	Weight
Verizon Communications Inc.	VZ	2.36%
Citigroup Inc.	C	2.34%
Micron Technology, Inc.	MU	2.12%
Bristol-Myers Squibb Company	BMY	2.06%
Bank of America Corporation	BAC	2.02%
Marathon Petroleum Corporation	MPC	1.96%
Morgan Stanley	MS	1.96%
CVS Health Corporation	CVS	1.94%
General Motors Company	GM	1.88%
Valero Energy Corporation	VLO	1.87%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 29, 2026	$0.0716	Jun 29, 2026
Mar 30, 2026	$0.0431	Mar 30, 2026
Dec 30, 2025	$0.0853	Dec 30, 2025
Sep 29, 2025	$0.0155	Sep 29, 2025
Mar 28, 2025	$0.0802	Mar 31, 2025
Dec 30, 2024	$0.0558	Dec 30, 2024

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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