BAEIX Mutual Fund
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 $256.0M in net assets. BAEIX expense ratio is 1.07%, holding 33 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2004-06-30.
BAEIX performance shows a YTD return of 8.79%. The 1-year return is 9.46% and the 5-year return is 6.29%. BAEIX dividend yield stands at 25.07%, paid quarterly.
BAEIX top holdings include Philip Morris International Inc. (4.4%), Jpmorgan Chase (4.4%), Schwab Strategic T (4.3%), Ameriprise Financial Inc (4.3%), Waste Mgmt (4.2%). Go to all BAEIX holdings, BAEIX sectors, or BAEIX dividends.
BAEIX can be compared against other funds. Use BAEIX overlap to find shared positions, or BAEIX vs another fund for a side-by-side view. BAEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.