BBISX : Sterling Capital Behavioral Large Cap Value Equity Fund Institutional

BBISX is a US Stocks Market Large Value with MODERATE fees.

BBISX

Sterling Capital Behavioral Large Cap Value Equity Fund Institutional

FI Score

51 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

51% FI Score
  • bbisx
  • Mutual Fund
  • US Stocks
  • Large Value

Sterling Capital Behavioral Large Cap Value Equity Fund Institutional

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500® Index at the time of purchase.

Largest Holdings

Amount Holding
3.85% JPMorgan Chase & Co
3.28% Verizon Communications Inc
2.40% Intel Corp
2.35% Procter & Gamble Co
2.04% Comcast Corp Class A
1.92% AT&T Inc
1.92% CVS Health Corp
1.88% Bristol-Myers Squibb Company
1.85% Southern Co
1.82% Cigna Corp
1.80% Dominion Energy Inc
1.78% Duke Energy Corp
1.74% Morgan Stanley
1.72% Allstate Corp
1.71% BlackRock Inc
1.67% Target Corp
1.63% Pfizer Inc
1.61% Regeneron Pharmaceuticals Inc
1.61% Digital Realty Trust Inc
1.56% Bank of New York Mellon Corp
1.55% General Mills Inc
1.53% Kinder Morgan Inc Class P
1.49% Amgen Inc
1.48% Altria Group Inc
1.46% Biogen Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo