About BICAX
Sterling Capital Total Return Bond Fund Class A is an actively managed mutual fund focused on achieving a high level of income while maintaining principal stability. The fund primarily invests in a diversified portfolio of fixed income securities, which include corporate bonds, U.S. government and agency securities, mortgage-backed instruments, and convertible securities. Operating within the intermediate core bond category, it generally maintains moderate credit quality and interest rate sensitivity, offering exposure across multiple sectors of the bond market.
Launched in 1999, the fund is designed for investors seeking steady income generation, distributing dividends on a monthly basis and aiming for a competitive total return relative to its benchmark. With over 300 individual holdings and a significant asset base, it plays a notable role as a diversifier in many portfolios, providing balance against equity volatility and serving income needs in both individual and institutional contexts. Sterling Capital Management LLC, a subsidiary of Guardian Capital Group, serves as the investment adviser. The fund’s performance, risk profile, and management fees position it as a long-standing participant in the U.S. taxable bond fund landscape.
Fund Family Sterling Capital Funds
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BICAX
Share Class A Class
Index Bloomberg U.S. Aggregate Bond TR
BICAX had a total return of -2.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.59%.
