Sterling Capital Equity Fund Quote

BAEIX Fund  USD 22.20  0.11  0.50%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Sterling Capital is trading at 22.20 as of the 5th of October 2025; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 22.09. Sterling Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of July 2025 and ending today, the 5th of October 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities. Sterling Capital is traded on NASDAQ Exchange in the United States. More on Sterling Capital Equity

Sterling Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Value Funds, Large Value, Sterling Capital Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Sterling Capital Equity [BAEIX] is traded in USA and was established 5th of October 2025. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Sterling Capital Funds family. This fund currently has accumulated 2 B in assets under management (AUM) with minimum initial investment of 1 K. Sterling Capital Equity is currently producing year-to-date (YTD) return of 1.31% with the current yeild of 0.01%, while the total return for the last 3 years was 8.26%.
Check Sterling Capital Probability Of Bankruptcy

Instrument Allocation

Top Sterling Capital Equity Mutual Fund Constituents

GMGeneral MotorsStockConsumer Discretionary
CCICrown CastleStockReal Estate
QCOMQualcomm IncorporatedStockInformation Technology
SBUXStarbucksStockConsumer Discretionary
LOWLowes CompaniesStockConsumer Discretionary
HDThe Home DepotStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
UPSUnited Parcel ServiceStockIndustrials
More Details

Sterling Capital Equity Risk Profiles

Sterling Capital Against Markets

Other Information on Investing in Sterling Mutual Fund

Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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