BBTGX Mutual Fund

BBTGX Mutual Fund (Sterling Capital Behavioral Large Cap Value Equity Fund Class A) is managed by Sterling Capital Funds with $55.8M in net assets. BBTGX expense ratio is 1.05%, holding 123 positions across sectors including Financials, Health Care, Energy. Inception date: 1992-10-09.

BBTGX performance shows a YTD return of 25.88%. The 1-year return is 36.49% and the 5-year return is 15.66%. BBTGX dividend yield stands at 1.04%, paid quarterly.

BBTGX 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 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.