BAEIX : Sterling Capital Equity Income Fund Class A

BAEIX is a US Stocks Market Large Value with HIGH fees.

BAEIX

Sterling Capital Equity Income Fund Class A

FI Score

48 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

48% FI Score
  • baeix
  • Mutual Fund
  • US Stocks
  • Large Value

Sterling Capital Equity Income Fund Class A

Expenses: 1.02% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Largest Holdings

Amount Holding
5.57% Microsoft Corp
4.77% Abbott Laboratories
4.42% Anthem Inc
4.40% The Home Depot Inc
4.33% Accenture PLC Class A
4.15% Analog Devices Inc
4.08% Verizon Communications Inc
4.01% Johnson & Johnson
4.01% Merck & Co Inc
3.81% PepsiCo Inc
3.69% CVS Health Corp
3.56% Medtronic PLC
3.34% AbbVie Inc
3.17% Honeywell International Inc
3.13% United Parcel Service Inc Class B
3.12% Restaurant Brands International Inc
2.99% Discover Financial Services
2.94% Tyson Foods Inc Class A
2.89% Chubb Ltd
2.76% Corning Inc
2.75% Maxim Integrated Products Inc
2.51% Crown Castle International Corp
2.46% Phillips 66
2.40% Goldman Sachs Group Inc
2.39% Starbucks Corp

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