SBIIX : Sterling Capital Behavioral International Equity Fund Institutional Shares

SBIIX is a International Stocks Market Large Value with MODERATE fees.

SBIIX

Sterling Capital Behavioral International Equity Fund Institutional Shares

FI Score

45 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

45% FI Score
  • sbiix
  • Mutual Fund
  • International Stocks
  • Large Value

Sterling Capital Behavioral International Equity Fund Institutional Shares

Expenses: 0.65% (Better than 1% of similar funds)

This is a bad choice for a Large Value International Stocks fund. See why »

Fund Summary

The investment seeks maximum long-term total return, by investing primarily in international developed market equity securities. The fund will invest, under normal circumstances, at least 80% of its net assets plus borrowings for investment purposes in equity securities of foreign (non-U.S.) companies. Normally, it primarily invests in "developed market" equity securities, which encompasses markets included in the MSCI EAFE® Index and other markets with similar characteristics. The fund also may invest in securities of real estate investment trusts and exchange-traded funds. It may invest in securities of issuers of any capitalization range.

Largest Holdings

Amount Holding
2.99% Roche Holding AG Dividend Right Cert.
2.59% Nestle SA
2.48% Novartis AG
2.05% Toyota Motor Corp
1.86% GlaxoSmithKline PLC
1.82% LVMH Moet Hennessy Louis Vuitton SE
1.81% Sanofi SA
1.69% British American Tobacco PLC
1.55% Bayer AG
1.38% Rio Tinto PLC
1.36% Zurich Insurance Group AG
1.32% KDDI Corp
1.25% Munchener Ruckversicherungs-Gesellschaft AG
1.18% Essity AB Class B
1.17% Danone SA
1.12% Sumitomo Mitsui Financial Group Inc
1.11% Teva Pharmaceutical Industries Ltd ADR
1.10% ITOCHU Corp
1.10% Imperial Brands PLC
1.10% Nippon Telegraph & Telephone Corp
1.09% Fresenius SE & Co KGaA
1.08% Henkel AG & Co KGaA
1.08% Smurfit Kappa Group PLC
1.07% Berkeley Group Holdings (The) PLC
1.07% Fortescue Metals Group Ltd

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