BCMTX : Sterling Capital Strategic Allocation Growth Fund Institutional Shares

BCMTX is a Allocation Market All-In-One with HIGH fees.

BCMTX

Sterling Capital Strategic Allocation Growth Fund Institutional Shares

FI Score

17 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

17% FI Score
  • bcmtx
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Strategic Allocation Growth Fund Institutional Shares

Expenses: 1.09% (Better than 0% 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. The fund will invest 55% to 90% of its total assets in underlying funds which invest mainly in equity securities, and 5% to 35% 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
35.40% Sterling Capital Behavioral Intl Eq Inst
23.95% Sterling Capital Total Return Bond I
19.81% Sterling Capital Equity Income Instl
19.80% Sterling Capital Special Opps Inst

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