BEGIX Mutual Fund
BEGIX Mutual Fund
Sterling Capital Equity Income Fund Institutional Class
BEGIX Mutual Fund Overview
BEGIX Mutual Fund (Sterling Capital Equity Income Fund Institutional Class) is managed by Sterling Capital Funds with $265.9M in net assets. BEGIX expense ratio is 0.82%, holding 33 positions across sectors including Financials, Unknown, Industrials. Inception date: 2004-06-30.
BEGIX performance shows a YTD return of 5.23%. The 1-year return is 5.19% and the 5-year return is 6.26%. BEGIX dividend yield stands at 1.55%, paid quarterly.
BEGIX top holdings include Waste Mgmt Del (4.7%), Linde Plc (4.6%), Southern Co (4.2%), Analog Devices, Inc. (4.2%), Motorola Solutions Inc (4.2%). View all BEGIX holdings, sector breakdown, or dividend history.
BEGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BEGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.