BIBTX : Sterling Capital Total Return Bond Fund Institutional Shares

BIBTX is a Bond Market Total US Bond Market with LOW fees.

BIBTX

Sterling Capital Total Return Bond Fund Institutional Shares

FI Score

70 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

70% FI Score
  • bibtx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Sterling Capital Total Return Bond Fund Institutional Shares

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks a high level of current income and a competitive total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of bonds, including: securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, corporate bonds, asset-backed securities, mortgage-backed securities, including commercial mortgage-backed securities and collateralized mortgage obligations, municipal securities, and convertible securities.

Largest Holdings

Amount Holding
2.86% United States Treasury Bonds 2.5%
1.71% Federal Home Loan Mortgage Corporation 3%
1.34% Fnma Pass-Thru I 3.5%
1.31% Fnma Pass-Thru I 3.5%
1.04% Ford Credit Auto Owner Trust 3.19%
1.03% Federal Home Loan Mortgage Corporation 3%
0.98% Fnma Pass-Thru I 3%
0.97% Fnma Pass-Thru I 3%
0.96% Fnma Pass-Thru I 3%
0.89% Federal Home Loan Mortgage Corporation 3.5%
0.87% Capital One Multi Asset Execution Trust 2.84%
0.86% Federal Home Loan Mortgage Corporation 2.5%
0.78% Enterprise Fleet Financing, LLC 3.34%
0.75% Federal National Mortgage Association 1.75%
0.74% Capital One Multi Asset Execution Trust 2.06%
0.73% JPMorgan Chase & Co. 4.45%
0.71% AMERICREDIT AUTOMOBILE RECEIVABLES TRUST 2.6%
0.71% Hertz Fleet Lease Funding Lp 2.7%
0.70% Morgan Stanley Cap I Tst 2018-H3 4.18%
0.70% Federal Home Loan Mortgage Corporation 3.75%
0.69% ARI FLEET LEASE TRUST 2.53%
0.68% Federal National Mortgage Association 3.5%
0.67% Federal Home Loan Mortgage Corporation 3.5%
0.66% Federal National Mortgage Association 4%
0.66% FHLMC Pc Prepay Prm 30 3.5%

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