BAEIX Mutual Fund

BAEIX Mutual Fund (Sterling Capital Equity Income Fund Class A) is managed by Sterling Capital Funds with $246.7M in net assets. BAEIX expense ratio is 1.07%, holding 36 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2004-06-30.

BAEIX performance shows a YTD return of 8.79%. The 1-year return is 6.48% and the 5-year return is 1.72%. BAEIX dividend yield stands at 25.07%, paid quarterly.

BAEIX top holdings include Microsoft Corp (4.5%), Schwab Strategic T (4.5%), Jpmorgan Chase (4.5%), Motorola Solutions, Inc (4.3%), Philip Morris International Inc. (4.3%). 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.