BBISX Mutual Fund

BBISX Mutual Fund (Sterling Capital Behavioral Large Cap Value Equity Fund Inst Class) is managed by Sterling Capital Funds with $14.7M in net assets. BBISX expense ratio is 0.80%, holding 123 positions across sectors including Financials, Health Care, Energy. Inception date: 1992-10-09.

BBISX performance shows a YTD return of 26.10%. The 1-year return is 36.83% and the 5-year return is 15.94%. BBISX dividend yield stands at 1.23%, paid quarterly.

BBISX top holdings include Chevron Corp (3.3%), Unitedhealth Group Incorporated (3.1%), Verizon Communications Inc Vz (2.4%), Micron Technology, Inc. (2.4%), Citigroup Inc. (2.2%). Go to all BBISX holdings, BBISX sectors, or BBISX dividends.

BBISX can be compared against other funds. Use BBISX overlap to find shared positions, or BBISX vs another fund for a side-by-side view. BBISX alternatives are available via the screener, along with tax-loss harvesting opportunities.