BMGTX : Sterling Capital Diversified Income Fund Institutional Shares

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

BMGTX

Sterling Capital Diversified Income Fund Institutional Shares

FI Score

38 /100

Expense Ratio Rating

7 /10

Expense Rating

5 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

38% FI Score
  • bmgtx
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Diversified Income Fund Institutional Shares

Expenses: 0.54% (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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo