BAMGX : Sterling Capital Strategic Allocation Balanced Fund Class A

BAMGX is a Allocation Market All-In-One with LOW fees.

BAMGX

Sterling Capital Strategic Allocation Balanced Fund Class A

FI Score

44 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

44% FI Score
  • bamgx
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Strategic Allocation Balanced Fund Class A

Expenses: 0.41% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

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.

Largest Holdings

Amount Holding
39.71% Sterling Capital Total Return Bond I
27.96% Sterling Capital Behavioral Intl Eq Inst
15.64% Sterling Capital Equity Income Instl
15.63% Sterling Capital Special Opps Inst

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