BSGAX : Sterling Capital Short Duration Bond Fund Class A

BSGAX is a Bond Market High Yield Bond with MODERATE fees.

BSGAX

Sterling Capital Short Duration Bond Fund Class A

FI Score

40 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

40% FI Score
  • bsgax
  • Mutual Fund
  • Bond
  • High Yield Bond

Sterling Capital Short Duration Bond Fund Class A

Expenses: 0.68% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide current income and competitive total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade fixed income securities (bonds). It will invest in municipal securities, convertible securities, including convertible bonds and preferred stocks, and cash equivalents. The fund may invest up to 15% of its total assets in bonds that are below investment grade, which are commonly referred to as "high yield" or "junk" bonds, and non-dollar denominated foreign and emerging market securities. It will maintain an average duration between 1 and 3 years.

Largest Holdings

Amount Holding
1.76% ENTERPRISE FLEET FINANCING LLC 3.07%
1.60% Bank of America Corporation 3%
1.25% Ford Credit Auto Owner Trust 2.62%
1.24% AT&T Inc 3.6%
1.23% ARI FLEET LEASE TRUST 2.41%
1.22% CALIFORNIA ST 2.5%
1.20% FLA WTR POLLUTION CTL FING CORP REV 2%
1.11% GM FINL CON AUTO REC 2019-1 2.97%
1.07% Capital One Multi Asset Execution Trust 2.84%
1.04% COMM 2012-CCRE1 Mortgage Trust 3.39%
1.03% Avis Budget Rental Car Funding AESOP LLC 3.45%
0.99% JP Morgan Chase Commercial Mortgage Securities Corp 4.72%
0.96% Seven & I Holdings Co Ltd 3.35%
0.93% Hertz Fleet Lease Funding Lp 2.7%
0.90% The Toronto-Dominion Bank 1.9%
0.90% COLUMBIA S C WTRWKS & SWR SYS REV 1.93%
0.90% MONTGOMERY CNTY VA ECONOMIC DEV AUTH REV 1.94%
0.89% Discover Card Execution Note Trust 1.89%
0.89% Morgan Stanley Capital I Trust 2016-BNK2 2.45%
0.89% AMERICREDIT AUTOMOBILE RECEIVABLES TRUST 2.6%
0.88% TEXAS ST UNIV SYS FING REV 2.04%
0.84% Mitsubishi UFJ Financial Group, Inc. 2.66%
0.78% Americredit Automobile Receivables Trust 2018-3 3.74%
0.78% Capital One, National Association 2.65%
0.76% Reliance Standard Life Global Funding II 2.62%

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