BEGIX : Sterling Capital Equity Income Fund Institutional Shares

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

BEGIX

Sterling Capital Equity Income Fund Institutional Shares

FI Score

60 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

60% FI Score
  • begix
  • Mutual Fund
  • US Stocks
  • Large Value

Sterling Capital Equity Income Fund Institutional Shares

Expenses: 0.76% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Largest Holdings

Amount Holding
5.33% Microsoft Corp
4.67% Abbott Laboratories
4.62% The Home Depot Inc
4.46% Accenture PLC Class A
4.35% Anthem Inc
4.02% Analog Devices Inc
3.89% Verizon Communications Inc
3.89% Merck & Co Inc
3.78% Johnson & Johnson
3.76% CVS Health Corp
3.60% PepsiCo Inc
3.58% AbbVie Inc
3.58% Chubb Ltd
3.42% Medtronic PLC
3.28% Restaurant Brands International Inc
3.18% Discover Financial Services
3.16% United Parcel Service Inc Class B
3.13% Honeywell International Inc
2.82% Tyson Foods Inc Class A
2.72% Maxim Integrated Products Inc
2.72% Corning Inc
2.54% Crown Castle International Corp
2.49% Goldman Sachs Group Inc
2.39% Phillips 66
2.31% Starbucks Corp

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