BCGAX : Sterling Capital Diversified Income Fund Class A

BCGAX is a Allocation Market All-In-One with MODERATE fees.

BCGAX

Sterling Capital Diversified Income Fund Class A

FI Score

27 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

27% FI Score
  • bcgax
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Diversified Income Fund Class A

Expenses: 0.79% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks income and capital appreciation by investing in a broad range of income generating asset classes and strategies. The fund allocates its assets among (i) registered open-end and closed-end investment companies (including exchange-traded funds) that are not a part of the Sterling Capital Funds group of investment companies and (ii) Sterling Capital funds. The adviser expects to invest approximately 25% to 55% of its total assets in underlying funds which invest mainly in equity securities and approximately 45% to 75% of its total assets in underlying funds which invest mainly in debt securities.

Largest Holdings

Amount Holding
11.58% Voya Securitized Credit I
8.00% Ashmore Emerging Markets Short Dur Instl
7.88% Madison Covered Call & Equity Income R6
7.78% Vanguard High Dividend Yield ETF
7.65% Stone Ridge Hi Yld Reinsurance Risk PrmI
7.35% SPDR® S&P Global Dividend ETF
7.10% Invesco Opp SteelPath MLP Select 40 R6
6.90% Federated Instl High Yield Bond Instl
6.79% First Trust Dow Jones Global Sel Div ETF
6.63% Global X SuperDividend™ US ETF
6.14% Loomis Sayles Sr Floating Rate and F/I Y
4.45% VanEck Vectors Fallen Angel HiYld Bd ETF
3.89% Principal Spectrum Pref&Cptl Scs IncInst
3.15% Hotchkis & Wiley High Yield I
3.15% Fidelity® Shrt-Term Trs Bd Index
1.03% Fidelity® Long-Term Trs Bd Index

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