BBTGX Mutual Fund

BBTGX Mutual Fund (Sterling Capital Behavioral Large Cap Value Equity Fund Class A) is managed by Sterling Capital Funds with $57.1M in net assets. BBTGX expense ratio is 1.05%, holding 111 positions across sectors including Financials, Health Care, Energy. Inception date: 1992-10-09.

BBTGX performance shows a YTD return of 21.96%. The 1-year return is 36.13% and the 5-year return is 15.41%. BBTGX dividend yield stands at 1.07%, paid quarterly.

BBTGX top holdings include Goldman Sachs & Co (2.5%), Verizon Communic (2.4%), Citigroup Inc. (2.4%), AT&T Inc. (2.4%), Bristol-Myers Squibb Co. (2.0%). Go to all BBTGX holdings, BBTGX sectors, or BBTGX dividends.

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