Fund Evaluator:
Sterling Capital Behav Lg Cp Val Eq C (BCVCX)
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Fund Details
Sterling Capital Behav Lg Cp Val Eq C Overview
Sterling Capital Behav Lg Cp Val Eq C (BCVCX) is an actively managed U.S. Equity Large Value fund. Sterling Capital Funds launched the fund in 2001.
The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Bloomberg 500® Index at the time of purchase.
About Sterling Capital Behav Lg Cp Val Eq C (BCVCX)
There are 2 members of the management team with an average tenure of 12.95 years: Robert Bridges (2013), Robert Weller (2013). Management tenure is more important for actively managed funds than passive index funds.
The fund has 2 primary benchmarks: Bloomberg US 3000 TR USD index with a weighting of 100% and Russell 3000 TR USD index with a weighting of 100%. Sterling Capital Behav Lg Cp Val Eq C has 113 securities in its portfolio. The top 10 holdings constitute 22.4% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
Sterling Capital Behav Lg Cp Val Eq C is part of the Equity global asset class and is within the U.S. Equity fund group. Sterling Capital Behav Lg Cp Val Eq C has 1.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 96.4%. There is 1.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Sterling Capital Behav Lg Cp Val Eq C has 2.2% of the portfolio in cash.
Assets Under Management
The fund has $117 million in total assets, which is below the $1 billion average for the Large Value category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
BCVCX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Sterling Capital Behav Lg Cp Val Eq C expense ratio is high compared to funds in the Large Value category. Sterling Capital Behav Lg Cp Val Eq C has an expense ratio of 1.80%, which is 95% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Sterling Capital Behav Lg Cp Val Eq C has a portfolio turnover rate of 108%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 62% for the Large Value category.
Recently, in the month of July 2026, Sterling Capital Behav Lg Cp Val Eq C returned 3.3%, which earned it a grade of C, as the Large Value category had an average return of 2.9%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Sterling Capital Behav Lg Cp Val Eq C has a trailing yield of 0.51%, which is below the 1.20% category average. The fund normally distributes its income quarterly and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Sterling Capital Behav Lg Cp Val Eq C Grades
Year to date, the fund has returned 21.5%, 7.2 percentage points better than the category, which translates into a grade of A. The fund has returned 35.1% over the past year (grade of A), 22.8% over the past three years (grade of A) and 14.6% per year over the past five years (grade of A) and 12.0% per year over the past 10 years (grade of B).
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BCVCX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| BCVCX Return (NAV) | 3.3% | 10.2% | 35.1% | 22.8% | 14.6% | 12.0% |
| BCVCX Grade | C | A | A | A | A | B |
| +/- Category | 0.4% | 4.0% | 11.3% | 7.1% | 3.7% | 0.7% |
| Large Value Avg | 2.9% | 6.2% | 23.8% | 15.7% | 10.9% | 11.3% |
| BCVCX Tax Cost Ratio | na | na | 0.2% | 0.3% | 0.3% | 0.8% |
BCVCX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| BCVCX Return (NAV) | 21.5% | 22.3% | 19.7% | 11.3% | -6.4% | 29.9% | -2.6% | 19.0% | -11.2% | 17.6% | 9.6% |
| BCVCX Grade | A | A | A | C | C | A | F | F | D | B | F |
| +/- Category | 7.2% | 7.1% | 5.6% | -0.5% | -0.4% | 4.1% | -6.4% | -6.6% | -2.8% | 1.2% | -5.0% |
| Large Value Avg | 14.3% | 15.2% | 14.1% | 11.8% | -6.0% | 25.8% | 3.8% | 25.6% | -8.5% | 16.4% | 14.6% |
| Risk Measures | |
| Standard Deviation: | 12.6% |
| Total Risk Index: | 1.02 - Average |
| Category Risk Index: | 1.04 - Above Average |
| Category Risk Grade: | D (71% Rank) |
| Beta: | 0.75 |
| R-Squared: | 61% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Mid-Cap Value |
| Bond Investment Style: | na |
| Yield: | 0.5% |
| Dividend Distribution: | Quarterly |
| Cap Gains Distribution: | Annually |
| Total Assets: | $80 Mil |
| Fund Total Assets: | $ 0 Mil |
| Share Class Type: | C |
| Portfolio Turnover: | 108% |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 13.0 years | |||
| Average Tenure: 13.0 years | |||
| Managers (Year): Bridges Robert (2013), Weller Robert (2013) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 113 |
| % in Top 10 Holdings: | 22.4% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 1.4% |
Portfolio Allocation |
|
| Domestic Stock: | 96.4% |
| Foreign Stock: | 1.4% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 2.2% |
Purchase Information
| Fund Family: | Sterling Capital Funds |
| Phone Number: | 800-228-1872 |
| Website: | www.sterlingcapitalfunds.com |
| Status: | Open |
| Inception Date: | February 1, 2001 |
| Min. Initial Purchase: | $1,000 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | No |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 1.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 1.00% |
Expenses and Fees | |
| Expense Ratio (%): | 1.80% ( Rating : High ) |
| Category Average Expense Ratio (%): | 0.93% |
| Share Class: | Sterling Capital Behav Lg Cp Val Eq Intl |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
