BAEIX Mutual Fund
BAEIX Mutual Fund
Sterling Capital Equity Income Fund Class A
BAEIX Mutual Fund Overview
BAEIX Mutual Fund (Sterling Capital Equity Income Fund Class A) is managed by Sterling Capital Funds with $267.8M in net assets. BAEIX expense ratio is 1.07%, holding 33 positions across sectors including Financials, Unknown, Industrials. Inception date: 2004-06-30.
BAEIX performance shows a YTD return of 5.07%. The 1-year return is 4.90% and the 5-year return is 5.98%. BAEIX dividend yield stands at 1.29%, paid quarterly.
BAEIX 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 BAEIX holdings, sector breakdown, or dividend history.
BAEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BAEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.