Twelve separate Sterling Capital Funds, representing over 70 percent of the funds’ assets under management in the Sterling Capital Fund family, finished in the top one-third of their peer group for the 10 years ended December 31, 2015.
The Sterling Capital Special Opportunities Fund (BOPIX) finished number one in the Lipper Multi-Cap Core category for 2015 and the Sterling Capital Total Return Bond Fund (BIBTX) finished in the top quartile for 1, 3, 5, and 10-years.
Lipper is a Thomson Reuters subsidiary and currently provides information and analysis of over 117,000 mutual funds, globally. Lipper Classification Methodology is holdings-based,with data taken as of six points in time – the current observation, as well as the past five semi-FiscalYear-End dates.
More emphasis (40 percent weight) is assigned to the current observation, decreasing down to a 7 percent weight for the oldest date analyzed. A Lipper universe benchmark compares the performance of a portfolio versus similarly managed products available in the marketplace (similar- as defined by Lipper). These universes represent the opportunity set for a prospective investor in a particular investment style.
