BCGTX : Sterling Capital Strategic Allocation Balanced Fund Institutional Shares

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

BCGTX

Sterling Capital Strategic Allocation Balanced Fund Institutional Shares

FI Score

54 /100

Expense Ratio Rating

10 /10

Expense Rating

8 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

54% FI Score
  • bcgtx
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Strategic Allocation Balanced Fund Institutional Shares

Expenses: 0.16% (Better than 1% of similar funds)

This is an OK 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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