Sterling Capital Funds Investment Guide

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A detailed image of British Pound Sterling coins and banknotes, perfect for finance-related projects.
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Sterling Capital Funds offer a range of investment options, including the Sterling Capital Funds International Fund, which invests in a diversified portfolio of international stocks.

The minimum investment requirement for Sterling Capital Funds is typically lower than that of other investment funds, making it more accessible to individual investors.

Sterling Capital Funds have a strong track record of delivering consistent returns, with some funds outperforming the market over the long term.

Investing in Sterling Capital Funds can provide a low-risk option for those looking to diversify their portfolio and reduce their exposure to market volatility.

Sterling Capital Funds offers a range of options for investors, including the Sterling Emerging Markets Fund, which focuses on investing in emerging markets with a strong potential for growth.

This fund has a history of delivering consistent returns, with a 5-year annualized return of 12.5%. The fund's investment strategy is centered around identifying undervalued companies with strong fundamentals.

Credit: youtube.com, NYSE What's The Fund: Sterling Capital Diverse Multi-Manager Active ETF

The Sterling Global Equity Fund is another option, which invests in a diversified portfolio of global equities. It has a track record of outperforming the MSCI ACWI Index, with a 5-year annualized return of 10.2%.

Sterling Capital Funds also offers a range of fixed income options, including the Sterling Bond Fund, which invests in a diversified portfolio of high-quality bonds. This fund has a 5-year annualized return of 4.5%.

The Sterling Capital Funds' investment team has a strong track record of making informed investment decisions, with an average tenure of over 10 years.

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Mutual Funds Overview

Sterling Capital Funds offer a range of investment options to suit different needs and risk appetites.

Investing in a mutual fund is a great way to diversify your portfolio and spread risk.

Mutual funds pool money from many investors to invest in a variety of assets such as stocks, bonds, and commodities.

Sterling Capital Funds have a minimum investment requirement of $1,000, making it accessible to a wide range of investors.

Mutual funds provide the benefits of professional management, diversification, and liquidity.

With Sterling Capital Funds, you can choose from a variety of fund types, including equity, debt, and hybrid funds.

Investing in a mutual fund can help you achieve your long-term financial goals.

Fund Details

Credit: youtube.com, NYSE What's the Fund Sterling Capital Focus Equity ETF, Colin Ducharme

Sterling Capital Funds are a type of investment vehicle that offers a range of benefits to investors.

The funds are managed by experienced professionals who have a proven track record in the industry. They have a deep understanding of the markets and are able to make informed investment decisions that align with the fund's objectives.

Investors can choose from a variety of funds, each with its own unique investment strategy and risk profile. This allows investors to tailor their investment portfolio to their individual needs and goals.

The funds are designed to provide a stable source of returns over the long-term, with a focus on capital preservation and growth. This makes them a popular choice for investors who are looking for a low-risk investment option.

Sterling Capital Funds have a minimum investment requirement of $1,000, making them accessible to a wide range of investors. This low barrier to entry makes it easy for new investors to get started with investing.

Cloud and List

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Sterling Capital Funds utilizes cloud technology to streamline its operations, reducing costs and increasing efficiency.

Cloud computing allows the fund to access its data and applications from anywhere, at any time, making it easier to manage investments and make informed decisions.

Sterling Capital Funds has successfully implemented cloud-based solutions, such as cloud storage and collaboration tools, to improve communication and productivity among team members.

Default List Criteria

To navigate the world of cloud and list, it's essential to understand the default list criteria.

This criteria can be quite specific, as seen in the case of Sterling Capital Funds, where the list only includes funds that are open to new purchases or limited, and does not include funds that are closed to new investments.

The distinction between open and closed funds is crucial, as it affects the availability of funds for new investors.

For instance, Sterling Capital Funds explicitly states that it does not include funds that are closed to new investments, which is a clear indication of the default list criteria.

By understanding these criteria, you can make informed decisions about which funds to invest in or which lists to use.

Cloud

Illustration of a trolley filled with gold coins symbolizing funds and investment future.
Credit: pexels.com, Illustration of a trolley filled with gold coins symbolizing funds and investment future.

Cloud storage is a great way to access your files from anywhere, but have you ever wondered how it works? Sterling Capital's Assets Under Advisement ("AUA") is a type of cloud storage for investment portfolios.

AUA generally refers to non-discretionary assets for which Sterling Capital provides advice or consultation. This means that you have control over your investments, but Sterling Capital can offer guidance and support.

Sterling Capital's AUA is a great option for those who want to outsource some of their investment management but still maintain control.

List

As we explore the world of cloud and list, let's take a closer look at the list itself.

You can find a list of 67 Sterling Capital Funds on the website, with a variety of options to choose from.

The list includes funds with names such as Sterling Capital Interm US Govt I, Sterling Capital SmCp Val R6, and Sterling Capital Behav Lg Cp Val Eq Intl.

If this caught your attention, see: Venture Capital Funds List

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Some funds have a total return of over 20%, such as Sterling Capital SmCp Val R6 with a 20.65% return.

Others have a total return of over 25%, such as Sterling Capital Behav Lg Cp Val Eq Intl with a 25.53% return.

You can also filter the list by category, such as Intermediate Government, Small Blend, or Large Value.

The list includes a variety of share classes, such as Institutional, Retirement, and Front Load.

The minimum initial investment for some funds is as low as $1,000, while others require a minimum of $1.0 million.

Here is a breakdown of the share classes and their corresponding minimum initial investments:

Frequently Asked Questions

Who owns Sterling Capital?

Sterling Capital is now owned by Guardian Capital Group Limited, a global asset manager listed on the Toronto Stock Exchange (TSX). Guardian Capital acquired Sterling Capital through its subsidiary, Guardian Capital LLC.

Does Truist own Sterling Capital?

Yes, Truist Financial Corporation owns Sterling Capital Management LLC, as it is an independently-operated subsidiary. Sterling Capital has been a part of the Truist family since its founding in 1970.

Maggie Morar

Senior Assigning Editor

Maggie Morar is a seasoned Assigning Editor with a keen eye for detail and a passion for storytelling. With a background in business and finance, she has developed a unique expertise in covering investor relations news and updates for prominent companies. Her extensive experience has taken her through a wide range of industries, from telecommunications to media and retail.

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