BAMGX : Sterling Capital Strategic Allocation Balanced Fund Class A

Fund Summary

The investment seeks capital appreciation and, secondarily, income. The fund will invest 40% to 75% of its total assets in underlying funds which invest mainly in equity securities and 20% to 50% of its total assets in underlying funds which invest mainly in fixed income securities (including investment grade and high yield ("junk") bonds and floating rate securities). It will invest in underlying funds which invest in securities of U.S., international and emerging market issuers.